
Squawk on the Street Nvidia Earnings Countdown, Buffett's Berkshire Joins the $1T Club, Super Micro Plunges 8/28/24
Aug 28, 2024
Marc Benioff, CEO of Salesforce, discusses the impact of AI on operational efficiency and subscription models. Warren Buffett opens up about Berkshire Hathaway's strategy as it hits a $1 trillion valuation while selling off some Bank of America shares. The conversation digs into Nvidia's upcoming earnings report, exploring its potential in robotics and competitive market positioning. They also address Super Micro's sharp decline following a delayed filing, along with insights on retail earnings amidst rising interest rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Insights: Nvidia and Salesforce Dynamics
02:25 • 11min
Nvidia's Future in Robotics and Berkshire's Financial Strategies
13:01 • 5min
Investment Strategies Amid Rising Interest Rates
18:23 • 1min
Market Reactions: Super Micro's Plunge and Smucker's Surprising Guidance Cut
19:50 • 3min
Financial Turbulence: Supermicro and Retail Trends
22:31 • 12min
Market Dynamics and Geopolitical Trends
34:34 • 11min
Nvidia Earnings Anticipation and Market Annotations
45:19 • 2min


