Mad Money w/ Jim Cramer cover image

Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 11/18/24

Nov 19, 2024
Dive into the latest market dynamics as insights unfold on NVIDIA's upcoming earnings, and the challenges tied to its Blackwell graphics unit. Explore investment opportunities with Bristol-Myers' promising transformations and hear success stories from confident listeners. The semiconductor sector gets its due attention, with discussions on recent downturns and innovations in fiber optics. Plus, a lively lightning round where stock insights are shared, and the complexities surrounding self-driving car legislation are analyzed.
44:18

Podcast summary created with Snipd AI

Quick takeaways

  • The uncertainty surrounding NVIDIA's product releases has created market volatility, presenting both risks and potential buying opportunities for investors.
  • Bristol-Myers is leveraging strategic acquisitions and innovative treatments to strengthen its drug pipeline, despite recent investor concerns.

Deep dives

NVIDIA's Quiet Period and Market Reactions

NVIDIA is currently in a quiet period prior to its earnings report, which restricts company communication about any issues affecting its performance. Recent news suggested potential delays in the release of its Blackwell graphics unit designed for AI applications, impacting investor sentiment negatively. However, Dell has countered this narrative by announcing the shipment of NVIDIA's new server racks, suggesting the product is indeed being deployed. The situation raises questions about the reliability of sources reporting on NVIDIA, creating volatility around its stock price that could present both risks and buying opportunities for investors.

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