Squawk on the Street Trump's Tariff Warning, Nvidia Beats, Salesforce's Revenue Miss 2/27/25
Feb 27, 2025
The hosts dive into President Trump's looming tariffs on Mexico and Canada, predicting market impacts. Nvidia's impressive surge in AI chip revenue contrasts sharply with Salesforce's disappointing results. They discuss innovative tech advancements, including health care breakthroughs. The conversation also highlights the effects of tariffs on the automotive sector and examines recent Federal Reserve insights on inflation and interest rates. Finally, they reflect on the entertainment industry's shifting landscape amidst these economic changes.
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Nvidia's AI Chip Success
- Nvidia's quarterly beat was fueled by AI chips, resulting in a 78% jump in revenue.
- Jensen Huang expressed greater enthusiasm for the future due to exceeding production targets.
Blackwell's Reasoning Abilities
- Jim Cramer discusses the current limitations of AI chatbots like ChatGPT, highlighting their lack of reasoning abilities.
- He contrasts this with Nvidia's Blackwell, which promises to bring reasoning and more complex problem-solving to AI.
Salesforce Q4 Results and Agent Force
- Salesforce beat earnings expectations, but missed on revenue and provided weak guidance.
- CEO Mark Benioff emphasized the importance of "Agent Force," an AI-driven sales tool.