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!
AI Snips
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Episode notes
Early AI Adoption Insight
- AI is still in early adoption, with about 20% of Google's daily users engaging with GPT.
- Investing in AI entails targeting smaller tech companies under $500 billion for better growth prospects.
Cisco’s AI and Margin Boost
- Cisco's improved margins owe to shifted tariffs and USMCA compliant goods from Mexico.
- AI infrastructure orders doubled to $600 million last quarter, exceeding the annual target ahead of schedule.
Cisco's AI Revenue Growth Signal
- Cisco's AI infrastructure revenue growth signals strength in broader AI investment.
- AI is still a small slice, roughly 3% of Cisco's revenue, but its progress is a positive indicator.