4.4 • 3.9K Ratings
🗓️ 27 August 2025
⏱️ 44 minutes
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| 0:00.0 | Hey, I'm Kramer. Welcome to Mav Money. Welcome to Kramer. I'm friends. I'm just trying to make you a little bit of money here. My job is not just to entertain, but put everything in context, including tonight's trading. So call me at 1-800-743. CnBC. Tweet me at Jim Kramer. |
| 0:37.7 | Hype cannot destroy the hope of artificial intelligence, |
| 0:41.0 | even though many investors have begun to turn on the entire concept of machines |
| 0:44.9 | that you can talk to or even replace your workforce with. |
| 0:49.3 | But perhaps hype has taken stocks involved with artificial intelligence too high versus reality, |
| 0:53.9 | have expectations at last gotten too high versus reality, |
| 0:58.2 | have expectations at last gotten too high to be equal, let alone beaten? |
| 1:01.8 | Well, you know what? That is tonight's quandary. |
| 1:06.0 | As I survey the battlefield. |
| 1:09.8 | The negative drumbeat, kind of working like white noise in the background, |
| 1:14.6 | wafted center stage this afternoon as Nvidia. The, the king of AI, reported earnings the market didn't like. |
| 1:21.3 | While the averages matter, with the Dow gaining 147 points, has to be advancing 0.24%, NASDAQ edging up 0.21%. The looming Nvidia quarter dominated the market, because it's mindshare in a very negative way. |
| 1:26.5 | So when Nvidia actually reported it to the close, it was kind of a climax. The company |
| 1:30.5 | imported a healthy top and bottom line beat with robust guidance for the current |
| 1:33.9 | quarter. That's including any new Chinese business now that they can sell |
| 1:37.0 | decent chips there. But in video's all-important data center sales came in a tiny bit |
| 1:40.8 | light surprising and frankly fitting the negative wrap that we've been hearing. |
| 1:45.5 | So the stock got dinged the NFDAI's trading. |
| 1:47.5 | I think that's mostly because it was up 35% for the year going into the quarter, and expectations were indeed sky high. |
| 1:53.6 | But that's the charitable explanation. |
| 1:55.6 | The damning one, things are slowing, and perhaps the $4.4 trillion emperor has, I don't know, fewer clothes than we thought. |
| 2:02.7 | All in all, though, in reality, it's a quarter. It just wasn't decisive enough to settle the biggest |
... |
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