Squawk on the Street 2025's "Green" Market, the AI Trade Returns, AMD's $6B Buyback Plan 5/14/25
May 14, 2025
The discussion highlights the bounce of the S&P 500 and Nasdaq 100, driven by AI advancements, especially Nvidia's impressive return to a $3 trillion valuation. AMD grabs attention with a $6 billion stock buyback, signaling confidence in its market position. The potential IPO of eToro indicates a shift in retail investing. The hosts delve into the ups and downs of tech stocks and the effects of geopolitical tensions on industries like travel, providing a lively exploration of market trends and investor sentiment.
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AI Trade Resurgence with NVIDIA & AMD
- The AI trade is back, with NVIDIA leading the resurgence and reaching a $3 trillion valuation again.
- AMD also gained attention due to strong contracts and a $6 billion buyback plan, reigniting investor interest.
Momentum in AI Infrastructure Stocks
- Companies tied to AI and tech, like CoreWeave and Cadence, show strong momentum despite high valuations.
- These firms benefit from AI infrastructure demand and partnerships with giants like NVIDIA.
NVIDIA & AMD's Global Strategy Strength
- NVIDIA's expansions in Saudi Arabia and AMD's buyback signal strong positioning against China restrictions.
- Despite regulatory challenges, these companies remain competitive globally in semiconductors and GPUs.