Nvidia ($NVDA) podcast mentions
Per Ticker.id: 795 Nvidia ($NVDA) mentions across 53 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-11-02.
So, Paul, this is essentially, as Marvell sees it, a doubling down on its relationship with both a crucial provider of optical solutions that we find in data centers. And also, I think, as one of the CEOs of one One of the companies said on a network that won't be named this morning, and a direct quote from him, this is a doubling down on supporting Nvidia. I mean, what is a chip deal today without Nvidia? They come out coming up everywhere. Nvidia backs both Marvell and Lumentum. These chips that, you know, Lumentum up until this point has made has become sort of a pure play provider of optical solutions that are so crucial to data center buildouts. Marvell has been trying to divert more into that area. Earlier this year, it acquired a private company called Celestial AI for about $5 $25 billion all in upfront. So I think it kind of showed its hand then. But make no mistake, this is an absolutely enormous deal. I described it last week as sort of an audacious bet at M&A, take on M&A in 2026.
Ryan Gould · Bloomberg Intelligence · Marvell to Acquire Lumentum in Historic $115 Billion Tech Deal · 2026-11-02Yes, taxpayers do. Yeah, we do. Amazon reported more CapEx than expected. That's down 2%. Nvidia didn't even report. That's not for another couple of weeks, but it's also being dragged lower. And Bitcoin, I wanted to include because there's a big, big hack, $6.3 billion stolen from Binance. That is crypto's biggest hack ever.
Scarlet Fu · Bloomberg Surveillance · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Yeah, VIX out to 20. Nvidia didn't do anything, didn't report, but it's down 4%. Poster child for the AI play. And Bitcoin also lower because there was a big hack, the biggest hack in the crypto industry.
Scarlet Fu · Bloomberg Surveillance · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Yes, taxpayers do. Yeah, we do. Amazon reported more CapEx than expected. That's down 2%. Nvidia didn't even report. That's not for another couple of weeks, but it's also being dragged lower. And Bitcoin, I wanted to include because there's a big, big hack, $6.3 billion stolen from Binance. That is crypto's biggest hack ever.
Scarlet Fu · Bloomberg Intelligence · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Yeah, VIX out to 20. NVIDIA didn't do anything, didn't report, but it's down 4%. Poster child for the AI play. And Bitcoin also lower because there is a big hack, the biggest hack in the crypto industry.
Scarlet Fu · Bloomberg Intelligence · 'Ugly' Midterms, Increasing Your Nest Egg, Everywhere Millionaires · 2026-10-31Something is— so I would imagine that there is more there and that they're trying to create space and light because I, you know, if it comes down that there has been like significant violations of export controls, if there's been significant violations of intellectual property controls that have allowed the PRC to kind of further along both their AI and their chip manufacturing capability and design capability, I think you're going to start to see very quickly, uh, calls for, uh, blood, and, uh, you're going to want space between the administration and, uh, the, the CEO of NVIDIA at that point.
Justin McIntosh · ChinaTalk · WarTalk: Pressing the War Button: Iran, Cuba, and Rubio 2028 · 2026-10-31When we've actively seen Chinese parts being put into, let's say, the UK, that there was that Kraken report that came out of the UK where there were Chinese parts being used in a UK vessel that was deployed by the Royal Navy that was sending signals back to China. Us putting in our tech and then allowing, like, or allowing China to develop, build, buy, and then put that into their weapon systems. Again, you've already seen that there were Nvidia chips there were some Russian systems that came out a couple of months ago. If you're starting to see the beginnings of a turn in the national security apparatus against Jensen because they're starting to say like, hey man, this really does seem like you're putting in a lot before country, uh, to the point where like this looks pretty damaging. Um, I don't know, they're not really a question there. It's more just an open thought as I'm looking through like kind of the NVIDIA actions over the last several months. And then like, again, seeing Russian Shahed-style drones that had Nvidia chips in them that were captured in Ukraine over the last couple of months.
Justin McIntosh · ChinaTalk · WarTalk: Pressing the War Button: Iran, Cuba, and Rubio 2028 · 2026-10-31So that already tells you that there's some type of export control issues, even if those weren't necessarily export-controlled Nvidia chips, but they're being used and weaponized in an active combat zone currently.
Justin McIntosh · ChinaTalk · WarTalk: Pressing the War Button: Iran, Cuba, and Rubio 2028 · 2026-10-31The president got briefed, but the business carried on. The warning stayed a secret while the trading screens stayed on. Some people fall for flattery, some people fall for charm. Some like a rising portfolio tucked underneath their arm. So if you want to understand what makes a big man weak, find the thing he checks in bed. The futures. Every week. Bonus round! Clothes can be other parts of speech. Close the verb, the one thing NVIDIA never did to the MegaSpeed account. Still on the partner page. Ooh! $4.8 billion, kids. Ooh is right. Close, closer, closest. That's how How adjectives grow. Close is who you drink with, closer is who you know. Closest is the market, and the market runs the show.
Speaker E · ChinaTalk · WarTalk: Pressing the War Button: Iran, Cuba, and Rubio 2028 · 2026-10-31Palantir also reports, and I expect nothing but good news, as every testimonial that I hear behind the scenes is effusive about how much value they create when you bring them in. Now, I have occasionally chided Alex Karp for being so fiery, but his skills and the skills of his team render my— Karping irrelevant. This market is full— hey, I can still get around. This market has fallen in love with drug stocks, and the two that I think have a chance to follow in this week's giant footsteps of AstraZeneca and Merck will be Pfizer and Amgen, with the latter probably talking about its rival Lilly's weight loss drugs. They should talk more about Repatha. That's a real good thing. We also have Advanced Micro Devices reporting, AMD, and I'm going to talk about the heartbreak of its competitor Intel later in the show. AMD has PC exposure and has taken share from Intel consistently, but it has data center galore, including GPUs, direct rivals to NVIDIA. And I think that it will do much better than Intel, though it still might go down on PC demand destruction. Because of a high price of memory. Keep track of that.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31They had their worst single-day performance in history yesterday, falling 12.6%, losing nearly $500 billion in market value. Well, I can say to them is thank heavens for Intel. They made you look good, Alphabet. Alphabet's also renting more compute capacity. CFO Anand Ashkanazi said Google started using third-party compute late in the third quarter and will increase usage in the fourth quarter. She warned that that will pressure margins. It's really expensive to rent that in the near term, but management thinks this is a better solution than turning away customers. We already know that back in June, Google agreed to pay SpaceX $920 million a month for access to NVIDIA-powered computing capacity. Can you imagine? Can you really make that money back? Then there's Amazon, which posted its first double miss at sales and earnings in 4 years. It reiterated its former outlook of $220 billion in CapEx for 2026.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Interesting. We actually bought a little bit of Cisco for our clients today. Came back into pretty good support. It's found support a few times here around the $103 mark. Today it closed at— what did we close at? $104.50, $51 at the close. So I do think it's pretty good support. Earnings growth remains very strong. And to me, this is actually one of our favorite chips and shovels plays in the AI space, because one of the things with the chip industry in general, we know it's very cyclical. But it's not just that, it's the technology aspect. NVIDIA might be the leader today, but what happens if Amazon— not Amazon— AMD usurps it in the future? Or maybe Intel?
Justin Klein · InvestTalk · Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift · 2026-10-30There's evolution in the demand for the types of chips in the AI industry, moving a little bit more from the graphic processors, GPUs of NVIDIA, for training and more towards a balance between GPUs and CPUs for what we call inference or, or agentic AI. And so those things are going to evolve. What isn't going to evolve, I don't think very much, is you're going to need connectivity. And that's what Cisco is great at, right? So That's why we like it is not only is it kind of technology-proof in a way, not to say that there can't be innovations in this space, but when it comes to moving data, data security, all of that, end-to-end security, uh, optimization, all of that, Cisco is the best in the business.
Justin Klein · InvestTalk · Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift · 2026-10-30Micron down 5%, Broadcom down 5% and change, AMD down 10% on the day, Intel down 29% on earnings that were deeply disappointing, Qualcomm down 11%. Seagate down 7%, Dell down 11%. So really the strong concentration of in red on the big tech names, uh, actually more medium tech names. The, the Mag 7 did okay. NVIDIA was the worst of the bunch, down 3.76%. Apple down less than 1%, same with Google after that big sell-off. So Apple remains kind of that bellwether within the space. Microsoft down 1.5% of the day. Amazon down 2% on those earnings. Tesla inched down a little bit. Then you had some sell-off in places like the chip equipment manufacturers— Lam Research, Applied Materials. But there was some green. So names like Visa were up, Berkshire Hathaway up. Healthcare was the strong with Eli Lilly had earnings up 3.4% on the day.
Justin Klein · InvestTalk · Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift · 2026-10-30And so, you know, I basically said like, start with NVIDIA. How much does NVIDIA spend to make the chips? And then how much do they sell the chips for? So for every dollar of COGS, every dollar that NVIDIA spends, that turns into $4 of revenue for NVIDIA, 75% margin. And then that gets sold to SpaceX and then SpaceX turns around and they're making, you know, an 83% margin on that chip spend because they're kind of looking at a 5-year depreciation. So they spent $10 billion on Colossus 1, 5-year life, $2 billion a year depreciation. And so that's kind of the cost per year, but then they're making $1.25 billion a month on Colossus. and then Anthropic is showing in this S-1 pretty remarkably to Sachs's point that they're making about 85% incremental gross margin on every incremental dollar coming in. It's obviously a baseline of compute spend, but 85% is kind of the incremental gross margin.
David Friedberg · All-In with Chamath, Jason, Sacks & Friedberg · Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions · 2026-10-30