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Adam Goldstein, founder and CEO of Archer Aviation, joins CNBC’s ‘The Exchange’ to discuss Archer’s partnership with Anduril, what a new Trump administration will mean for the aviation and defense industries, and more.
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sarah Bianchi, Evercore ISI public policy chief strategist, joins ‘Squawk Box’ to discuss President-elect Trump’s nomination for Secretary of the Treasury, the market’s stance toward tariffs, and the dynamics that would be concerning for markets. 04:17 Mon, Nov 25 20248:35 AM EST…
The final calls of the day with CNBC’s Melissa Lee and the Options Action traders. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sarah Kunst, Managing Director at Cleo Capital, discusses the strong demand for AI chips and highlights companies like Taiwan Semiconductor and NVIDIA. She believes Broadcom will remain significant in the AI chip market despite high valuations. Kunst notes that AI stocks are…
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Paul Meeks of Harvest Portfolio Management says that he still thinks that Nvidia’s valuation is attractive from a price/earnings-to-growth ratio and that slowing demand for GPUs from AI hyperscalers is not a risk at Nvidia for 2025 and beyond. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Steve Powers, Deutsche Bank managing director, joins ‘Money Movers’ to discuss the firm’s bullish call on beverages, if the prospect of consolidation is meaningful for Mondelez, and much more. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Dubravko Lakos-Bujas, JPMorgan head of global markets strategy, joins ‘Halftime Report’ to discuss his 2025 outlook, 6,500 S&P 500 target and his investor playbook. Source link