Squawk on the Street
Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25
Jan 7, 2025
In a lively discussion, the team delves into Nvidia's game-changing AI advancements showcased at CES, pushing its stock to new heights. They react to Apple's recent downgrade to 'sell' and explore Meta's strategic pivot from fact-checking to appointing UFC CEO Dana White to its board. The conversation takes a humorous turn as they analyze Tesla's downgrade and Ulta's leadership changes amid shifting market trends. With insights on mergers and industry dynamics, the episode highlights significant moves in the tech landscape.
42:47
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Quick takeaways
- Jensen Huang's CES keynote highlighted NVIDIA's leadership in AI and robotics, positioning the company for significant growth in these sectors.
- Apple's stock downgrade to 'sell' signals investor concerns over its market position amid rising competition and geopolitical challenges.
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