Squawk on the Street Cramer's Morning Take: Nvidia 2/25/25
Feb 25, 2025
Jim and Jeff dive into the world of semiconductor stocks, zeroing in on NVIDIA's impending earnings report. They analyze current market trends, highlighting recent sell-offs and impacts on consumer sentiment. The conversation unveils potential volatility as the market braces for key financial disclosures, making it a must-listen for tech investors.
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Market Dynamics
- The market experienced a late-day sell-off, likely due to programmed trading.
- Slow-growth stocks like Pepsi and Bristol Myers are rising amid concerns about an AI slowdown impacting the Magnificent 7.
Economic Slowdown
- Weak retail sales, concerning consumer sentiment, and weaker-than-expected consumer confidence are contributing to a market slowdown.
- This is a clearing event leading up to NVIDIA's earnings report.
CrowdStrike Stock
- Consider buying CrowdStrike if it drops to $300.
- The stock is currently at $375, and they report next week.