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Squawk Box Asia (07:00 – 10:00 SIN/HK) is CNBC’s flagship show that sets the news agenda and takes viewers through the pre-game and opening of Asia’s business trading day, covering the top market moving stories and views from top CEOs, asset managers and newsmakers.
CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning.00:00:00 - Introduction
00:00:18 - Is Money Still to Be Made in AI?
00:01:46 - Is AI Capex Paying Off?
00:02:56 - Nvidia Earnings: Buy NVDA Now?
00:04:08 - Nvidia Price Hikes & Pricing Power
00:05:27 - NVDA Rating Downgrade Risks
00:07:03 - Nvidia Stumble Impact on Marvell & Broadcom
00:08:08 - Marvell Valuation: Buying the Dip
00:09:22 - Salesforce Earnings Preview
00:10:51 - Is Salesforce a Value Trap?
00:12:15 - Safe Software Stocks to Own
00:12:55 - How to Approach the Tech Sector
00:14:46 - Optimal Tech Portfolio Balance
00:15:32 - Where to Invest Beyond Big Tech
00:16:02 - Top Growth Stock at a Fair Price
00:16:59 - Rapid Fire: This or That
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Bond Market Test, Nvidia Earnings and Canada Trade War
04:22 AI Earnings Boom Can Thrive With 5% Bond Yields — Steve Chiavarone, Federated Hermes
18:05 US Is Now the Wild Card in the Global Economy — Steven Cook, Council on Foreign Relations
31:04 Nvidia Price Hike Bullish Overall for Tech — Dan Ives, Yorkville Ives & Co.
40:25 Bond Market Is Repricing Risk, Not Overheating — Kelsey Berro, JPMorgan Asset Management
52:58 AI Boom Makes the Economy Harder for Fed to Slow — Ajay Rajadhyaksha, Barclays
1:06:40 US Is in a Better Place With Mexico Than Canada — Brian Gardner, Stifel
1:20:28 Investors Need a Hedge Against AI Concentration — Troy Gayeski, Future Standard
1:29:20 We're Big Buyers of the 10-Year at 5% — Earl Davis, BMO Global Asset Management
1:40:41 Would Buy a Lot of 30-Year US Treasuries at 6% — Anne Walsh, Guggenheim Investments
1:54:59 Nvidia Must Prove It Can Be Tomorrow's AI Platform — Momei Qu, PSP Growth
2:06:49 Warsh Can't Stay Silent at Jackson Hole — Betsy Duke, Former Fed Governor
2:18:51 AI Revenue Slowdown Would Be the Market's Big Test — Kelly Covley, Manning & Napier
