If all the AI developers are in China, the China stack is going to win, Nvidia CEO tells CNBC
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Jim Cramer delivers straight talk on tricky S&P 500 market
Jim Cramer delivers straight talk on tricky S&P 500 market originally appeared on TheStreet. Jim Cramer isn't sugarcoating that 2025 has been a tricky ride for investors in the S&P 500. A few AI-powered giants have been doing the bulk of the heavy lifting, while plenty of stocks are still stuck in neutral. However, you're not alone in watching the AI trade play out. In the most recent episode of CNBC's Mad Money, Cramer effectively breaks down the trade and what truly matters at this point. 💵💰💰💵 With AI giants charging ahead and small caps not moving, he's reminding investors to follow his old playbook. It's all about preparation and being aware of the game plan, instead of just running after every shiny stock in sight. Cramer's investing playbook on beating the S&P 500 At the core of Jim Cramer's special is his investing playbook, which he has effectively shaped through decades of booms, busts, and early missteps. Invest as soon as possible, even if money is tight. Reinvest dividends and don't put all your eggs in one basket. Invest because of a well-thought-out thesis, and stick to it. Buy what you know and understand. A big part of that involves getting in early. Time spent in the market always beats timing the market, and compounding only begins if you shared his story, explaining that he invested in a mutual fund while living in his car. Also, reinvesting dividends and diversification are perhaps the biggest wealth-building tools out there. He had to learn diversification the hard way, though, as an oil-stock wipeout taught him not to bet it all on one industry. Also, it's best to stick to your thesis. For example, if you invest in a stock for a quick flip, don't let it become a long-term investment because you're too stubborn to sell, or vice versa. For active traders, it's best to buy only when there's a clear catalyst, a well-researched exit, and a strong intuition. This essentially involves aligning portfolios with risk tolerance and goals—growth, income, or capital preservation. Cramer is also a big fan of the 'invest in what you know' mantra shared by legendary investors Peter Lynch and Warren Buffett. Some of his best calls started with personal experience, including a good meal at Bob Evans or a hiring tip about SPS Technologies. Cramer's stock picks double as investing lessons Jim Cramer's trip down memory lane in his latest Mad Money episode provided many market lessons for investors to learn from. Kimberly-Clark got the longest spotlight. He told a story about a Goldman Sachs client buying 1,000 shares as a long-term hold who ignored Cramer's advice to sell after an $8 stock doubled, reinforcing that the best move sometimes is to let winners run. Foot Locker, on the other hand, was a different story. Once a remarkably tempting dividend play, its dwindling cash flow led to a payout cut, highlighting the importance of avoiding a dividend trap. Those who stuck around too long paid a price. Momentum is part of the mix, too. Eli Lilly has been a top performer because its GLP-1 weight loss drug has tapped into a massive long-term trend. Similarly, Nvidia has rewarded shareholders handsomely because of AI demand, and it remains the poster child of the AI stock rally. More News: Veteran analyst spots unexpected star in Apple's earnings report Bank of America drops shocking price target on hot weight-loss stock post-earnings JPMorgan drops 3-word verdict on Amazon stock post-earnings Cramer also talked about early missteps, where losses in American Agronomics (orange growers) and Bobby Brooks (fashion) were effectively offset by a win in Bob Evans Farms after digging into its expansion plans. Cramer shares thoughts on this year's stock market The 2025 market has effectively been a two-act drama. This spring, a sharp 19% retreat in the S&P 500 was one of the worst early stretches in decades, leaving investors on edge. However, the tide has shifted with markets snapping back, erasing earlier losses, and reaching new all-time August 8, the Nasdaq is up roughly 11% year to date, and the S&P 500 is up 8.6%. The Dow has also climbed nearly 4%, while small caps in the Russell 2000 are mostly flat to slightly negative. From Cramer's perspective, the winners kept pushing ahead, and anyone who stayed with them came out on top compared to those waiting for a broad small-cap revival that never arrived. Market leadership has been mostly narrow, with a small cluster of mega-cap plays driving most gains. AI has been the defining market story. Stocks like Palantir and Super Micro have thrived on the explosive demand for AI-related infrastructure, proving the value of sticking to your thesis and being confident. Hence, investors following a Cramer-like approach have enjoyed relatively strong gains this year, despite the choppiness. The best results this year have come from letting winners run. Jim Cramer delivers straight talk on tricky S&P 500 market first appeared on TheStreet on Aug 9, 2025 This story was originally reported by TheStreet on Aug 9, 2025, where it first appeared. Sign in to access your portfolio
Yahoo
2 hours ago
- Yahoo
Goldman Sachs Reiterates Buy on NVIDIA (NVDA) With $200 PT Ahead of Earnings
NVIDIA Corporation (NASDAQ:NVDA) is one of the . On August 7, Goldman Sachs analyst James Schneider reiterated a Buy rating on the stock with a $200.00 price target ahead of its quarterly results. The firm is bullish on the stock, expecting it to deliver a clean beat-and-raise quarter. It believes that any potential upside could be due to a company update on revenue in China or even its gross margin outlook. 'Key stock takeaways: We expect investors to focus on the underlying Blackwell ramp and gross margin implications in 2H, plus the pending China ramp. We believe investor expectations are high heading into the quarter given a strong Blackwell ramp and upside to hyperscaler CapEx reports. We expect Nvidia to deliver a clean beat-and-raise quarter, with the stock reaction likely hinging on the level of upside to guidance and impact from China (if any) – and we increase our estimates." NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Sign in to access your portfolio
Epoch Times
2 hours ago
- Epoch Times
Union Launches Campaign Against BC Ferries' Contract for Chinese-Built Vessels, Urging Domestic Manufacturing
A B.C. workers' union has launched a campaign opposing plans to build four new B.C. Ferries vessels in China and advocating for domestic firms to be prioritized, saying the deal with the foreign shipyard will result in lost Canadian wages, tax revenue, and economic opportunity. The BC Ferry and Marine Workers' Union has launched a campaign called 'Build Them Here,' encouraging citizens to ask the provincial and federal governments to keep shipbuilding contracts in Canada. The union says the recent decision by BC Ferries, a publicly owned ferry operator, to hire a Chinese state-owned shipyard to build four new vessels means public money is being used to support economies abroad instead of creating jobs locally.
