InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 February 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.
Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking shared success. |
| 0:08.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.1 | unbiased answers. |
| 0:17.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.0 | Today is Thursday, February 22nd, 2024. |
| 0:46.3 | And I'm your host Luke Guerrero, who is excited to help bring you |
| 0:49.8 | another informative episode of this program. But in truth, as you know, that's not entirely up to me. |
| 0:58.3 | Because this program runs how you want it to run. You drive the conversation and you can do that live on air with us over the next hour or by |
| 1:06.6 | calling in anytime 24-7 to 8899 chart. So before I preview our show topics today and talk a little bit about the market, |
| 1:16.0 | let's kick it off by answering our first caller question. |
| 1:20.0 | Hey guys, I'm just calling about |
| 1:22.0 | Kraft 9, 6C, looking to buy it for a long-term dividend play. |
| 1:29.0 | I'll get your stuff. |
| 1:30.0 | So Kraft-Heines, for those who do not know, is a food and beverage products company. |
| 1:40.0 | Very old company, it used to be Kraft and Heinzz and then there was a merger that was orchestrated |
| 1:44.0 | primarily by Warren Buffett. He's still, Berkshire Hathaway still owns a very large percentage, |
| 1:49.1 | over 25% I believe of this company. And even though over the past three years the stock |
| 1:54.4 | performance has been stagnant he hasn't sold he's still sticking with it so that is |
... |
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