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NVIDIA debuted Blackwell, a groundbreaking GPU platform designed to revolutionize computing with 208 billion transistors and innovative architecture. The platform's impressive capabilities aim to maintain NVIDIA's dominance in AI and propel a new era of computing.
NVIDIA introduced Earth 2 API for better weather forecasts by partnering with the weather company. This advancement offers more accurate and life-saving forecasting tools, catering to extreme weather events and potential mass impact scenarios.
NVIDIA emphasized robotics as 'physical AI' with Omniverse integration, heralding a future where robots and AI systems seamlessly collaborate. Through advancements in generative AI tech like Gemini, NVIDIA is on the forefront of revolutionizing human-robot interactions.
Apple is in talks to integrate Google's Gemini AI engine into iPhones, signaling a potential strategic partnership to leverage advanced AI capabilities. This collaboration showcases how AI is becoming a central feature in mobile devices and highlights the competitive landscape in the AI space.
Despite NVIDIA's groundbreaking announcements, the market's response indicates a potential slowdown in momentum, with the stock's performance not reflecting the level of excitement expected. The lackluster movement raises questions about NVIDIA's future direction and immediate investor sentiment.
The Cape ratio, which has been historically elevated due to structural changes, indicates higher levels in modern times compared to the past. The ratio barely dropped even in the 2009 downturn, signifying a shift. Additionally, the discussion touches on how profit margins have defied historical earnings trends, challenging traditional finance metrics.
The podcast delves into the significant influence of index fund flows on the market dynamics. Contributions to 401(k) and investment in S&P 500 equities are highlighted as factors elevating stock valuations. The continuous inflow of retirement funds, irrespective of market news or conditions, shapes stock demand and prices.
The episode explores the current state of the office real estate market, emphasizing factors such as rising vacancy rates, impending debt maturity, and potential property value declines. Discussions suggest a slow burn scenario in commercial real estate, where lenders opt for refinancing over market liquidation, thus averting a crisis scenario.
On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elon Musk's next big business. Then, at 32:16, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss the Woodstock of AI, office real estate, the mania in options trading, solar stocks crashing, and much more!
Thanks to Public for sponsoring this episode. To learn more about Public's new options trading offering, visit: https://public.com/
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Public Disclaimer:
Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.
All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
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Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
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