Kristina Partsinevelos

Christina Partsinevelos, a savvy technology reporter focused on semiconductors, dives into the transformative impact of Google's substantial AI investments on companies like Broadcom and NVIDIA. She highlights the competitive dynamics in the AI chip market, detailing how custom silicon chips are becoming crucial. The conversation also touches on Oracle's expanding data center capabilities and the challenges faced by OpenAI and Softbank, painting a vivid picture of the fast-evolving tech landscape.

Kristina Partsinevelos, a CNBC correspondent focusing on technology, and Eric Johnston, chief equity strategist at Cantor Fitzgerald, dive into the pressing issues shaking the markets. They explore the significant pullback in Nvidia, the implications of tariffs on various sectors, and the cautious investment strategies emerging amidst economic uncertainty. Eric shares his bearish outlook on equities, while Kristina highlights Alcoa's robust earnings amid tariff challenges. Together, they illuminate the evolving landscape of both technology and aluminum industries.

Josh Brown, a savvy investment strategist, discusses the bullish outlook for mega cap tech stocks. Liz Young-Thomas analyzes the ongoing inflation impact on various sectors, revealing valuable market dynamics. Kevin Simpson shares specific portfolio strategies, highlighting opportunities in financials and tech. CNBC reporter Kristina Partsinevelos brings exciting news about AMD's tech advancements and their significance for the AI market. The Investment Committee delves into stock movements and the broader implications of economic reports, offering valuable insights for savvy investors.