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Nvidia and AMD are now on annual product releases, says Bernstein's Stacy Rasgon
Stacy Rasgon, Bernstein Research managing director and senior analyst, joins 'Squawk on the Street' to discuss Nvidia and AMD's new AI chips, whether Nvidia will maintain its unrivaled position, and much more.
Kunst: Nvidia's problem is their competitors are catching up fast
Sarah Kunst, Managing Director at Cleo Capital, discusses new AI chips from Nvidia and AMD.
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EMJ's Eric Jackson makes the bull case for Dell despite recent pullback
Eric Jackson, EMJ Capital, joins 'Closing Bell' to discuss what he calls stealth AI plays and his bull case for Dell.
The Fed’s preferred inflation measure rose 0.2% in April, as expected
CNBC's Steve Liesman and Rick Santelli join 'Squawk Box' to break down April's personal consumption expenditures (PCE) price index.
Goldman Sachs Tony Pasquariello: Magnitude of Nvidia's rise invites questions of sustainability
Tony Pasquariello, Goldman Sachs, joins 'Closing Bell' to discuss stocks, Nvidia's rapid growth and the Fed.
There's a 50/50 chance the data will give the Fed permission to cut rates, says Roger Ferguson
Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to break down April's personal consumption expenditures (PCE) price index data, the impact on the Fed's rate path outlook, and more.
Greene: I'm a buyer of Dell even though it's an expensive stock
Victoria Greene, G Squared Private Wealth Founding Partner and CIO, discusses Salesforce, the broader markets, and economic data out today.
Dell set to report after the bell: Here's what to expect
CNBC's Kristina Partsinevelos reports on the latest news from Dell.
Dell's backlog miss is driving stock down, says Evercore ISI's Amit Daryanani
Amit Daryanani, Evercore ISI senior managing director, joins 'Closing Bell Overtime' to talk Dell earnings and stock reaction.
Nvidia and Microsoft has overshadowed weakness in tech stocks, says Solus' Dan Greenhaus
Dan Greenhaus, Solus Alternative, joins 'Closing Bell' to discuss the narrowing breadth in the markets, tracking the trends and the AI halo effect.
Dell shares slide in extended trading despite beating on revenue and earnings
CNBC's Kristina Partsinevelos joins 'Closing Bell Overtime' with Dell quarterly results.
Nvidia is a 'one-of-one company,' says FirstMark's Rick Heitzmann
Rick Heitzmann, FirstMark Capital founder, joins 'Closing Bell' to discuss why he believes the AI hype has come to fruition.
The pace at which Nvidia is innovating is 'unprecedented,' says Alger's Ankur Crawford
Ankur Crawford, executive vice president and portfolio manager at Alger, joins 'Squawk on the Street' to discuss what investors should do with Nvidia's stock after this week, how to determine where we are in AI's investment cycle, and more.
Kindig: Nvidia is heading towards a $10 trillion market cap
Beth Kindig, Lead Tech Analyst at the I/O Fund, discusses Nvidia's market-cap outlook following its stock surge last week.
Nvidia's stock has an awful lot of growth ahead of it, says Advisors Capital's JoAnne Feeney
JoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk on the Street' to discuss whether Nvidia's stock has gotten ahead of itself, competitors in Nvidia's space, and how to consider the sustainability of revenue growth for
Nvidia still looks relatively inexpensive for its growth trajectory, says Bernstein's Stacy Rasgon
Stacy Rasgon, Bernstein chip analyst, joins 'Closing Bell' to discuss raising his price target on Nvidia.
Best strategy for investors is to stick with what's working like AI, says Fundstrat's Tom Lee
Tom Lee, Fundstrat Global Advisors co-founder, joins 'Closing Bell Overtime' to talk Nvidia's recent run and the impact it could have on the markets.
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