Christina Partsinevolos

Christina Partsinevelos, a CNBC correspondent specializing in technology and semiconductors, dives into Nvidia's monumental rise to a $4 trillion market cap. She discusses how the company is transforming from a traditional chipmaker to a pivotal player in AI infrastructure. The conversation highlights CEO Jensen Huang's vision for Nvidia's future, including innovations in autonomous vehicles and networking. Partsinevelos emphasizes the long runway of growth ahead for Nvidia as it broadens its offerings and influence in the tech industry.

Christina Partsinevelos, a tech reporter with a knack for breaking down complex business developments, joins to dissect the groundbreaking partnership between Oracle and OpenAI. They delve into the ambitious plan to expand data center capacity by 4.5GW to meet soaring AI demand. The conversation highlights Oracle's evolving role as a reliable data center fallback amid shifts in the tech landscape and the challenges faced by OpenAI. The $30 billion annual contract signifies a strategic move that could reshape the future of AI infrastructure.

Brian Belsky, CEO of Humulus Investment Strategies, shares insights on sector rotation, highlighting health care's strength amid a broadening rally. Lo Toney of Plexo Capital discusses AI infrastructure and the implications of hyperscaler spending, raising questions about potential M&A. Mike Santoli, CNBC commentator, provides a thematic analysis of the market's reaction to the Dow reaching 48,000. Christina Partsinevelos covers stocks moving into the close, including notable M&A and AI developments, setting the stage for future trends.

Christina Partsinevelos, a financial markets correspondent, dives into SoftBank's monumental $2 billion investment in Intel. She discusses the implications of this deal for shareholder equity and the potential 10% government stake under the CHIPS Act. The conversation highlights the tension between government influence and corporate governance, while also addressing Intel's manufacturing challenges. With a rising interest in AI, Partsinevelos explores the delicate balance between strategic investments and the need for Intel to enhance shareholder value amid competition.

Jim Farley, CEO of Ford, shares insights on the company's recent quarter and ambitious EV strategy, revealing how tariffs are affecting their business landscape. Christina Partsinevelos dives into Qualcomm's earnings, discussing the company's diversification across sectors like automotive and IoT. Together, they explore the broader impacts of recent earnings reports from tech giants and the Federal Reserve’s evolving stance, making for a compelling look at the intersection of technology and finance.