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Nvidia’s Blowout & a Circus Comeback 02/22/24

Squawk Pod

English - February 22, 2024 16:59 - 31 minutes - 28.8 MB - ★★★★ - 450 ratings
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Previous Episode: Being a “Supercommunicator,” Nearing the Moon, & Joining the Dow 02/21/24
Next Episode: Reddit’s Going Public & a Company Landed on the Moon 02/23/24

Nvidia’s fourth quarter blew past expectations. The chip maker's revenue tripled from last year, hitting $22B in one quarter. Sapphire Ventures partner Cathy Gao explains how Nvidia’s boom is impacting the private AI market. Another company did not fare as well in its fourth quarter: Rivian. The EV-maker is cutting 10% of its workforce. The Presidential candidate Nikki Haley is still fundraising; Puck founder Teddy Schleifer weighs in on the 2024 race, the slate of candidates, and the likelihood of a newcomer in the Democratic Party. Plus, the circus is back! Kenneth Feld, CEO of Feld Entertainment and owner of the Ringling Bros. Barnum & Bailey Circus, discusses the event’s return to audiences–without animals. 

 

Cathy Gao - 4:26

Teddy Schleifer - 12:06

Kenneth Feld - 25:41

 

In this episode:

Teddy Schleifer, @teddyschleifer

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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