Closing Bell
Closing Bell Overtime: Tech Titans Regain Ground, CoreWeave’s First Report, and eToro’s IPO Pop 5/14/25
May 14, 2025
Eamon Javers, CNBC's Senior Washington Correspondent, dives into the latest trends impacting the tech industry. He discusses the impressive resurgence of major players like Nvidia and Tesla, and what it means for the market. The conversation shifts to CoreWeave's debut as a public company, revealing its significant revenue growth. Javers also unpacks the implications of eToro's IPO and core market shifts from consumer trends to geopolitical events shaping economic policies. Join for insights that blend finance with tech's evolving landscape!
43:22
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Quick takeaways
- Big Tech, particularly Nvidia and Tesla, is experiencing significant momentum, suggesting renewed investor confidence in the tech sector's growth potential.
- Cisco's impressive earnings highlight AI's emerging role in traditional markets, though challenges with competitive margins persist as AI revenue remains limited.
Deep dives
Market Overview and Mixed Stock Performances
The current market environment shows a mixed performance across major stock indices, with the NASDAQ achieving its longest win streak since August and closing at higher levels recently. Key sectors such as Communication Services, led by companies like Alphabet and Meta, are outperforming, while the healthcare sector faces challenges with some companies showing significant declines. Notable increases in stock values have been observed in technology firms, particularly in the semiconductor industry, with NVIDIA and AMD leading gains amid news of large buybacks and recovering market positions. Despite these positive trends, rising treasury yields above 4.5% are causing some shifts and concerns for various sectors, including homebuilders.
