Squawk on the Street A Busy Market Week and a "Stunted" AI Boom 12/15/25
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Dec 15, 2025 A busy trading week is underway as the anchors dissect the AI boom, which is described as 'stunted' with investors wary of Nvidia. They compare current AI excitement to the dot-com bubble and analyze underperforming stocks in the Magnificent 7. Amid discussions on Tesla's rally and President Trump’s take on Fed policy, they debate OpenAI's funding dynamics. Voices also highlight doubts about the semiconductor sector and outlooks from retail leaders, adding layers to the ever-evolving market landscape.
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NVIDIA's Downturn Masks A Coming Product Cycle
- Jim Cramer argues NVIDIA decline reflects fear, not fundamentals, and a major product cycle is coming.
- He believes upcoming NVIDIA chips will decisively widen its lead and revive earnings expectations.
Hallucinations Are Holding Back AI Adoption
- Jim Cramer and Carl say AI adoption is being held back by model mistakes and hallucinations.
- They expect refinement and efficiency gains to reduce hallucinations and increase enterprise adoption.
Use Balance Sheet Moves To Defend Narratives
- Carl suggests Oracle should actively defend its position by using its balance sheet and hedges.
- He recommends aggressive financial moves like shorting CDS to counter skeptics.