Silicon Investor - CNBC -- critique.

[S. maltophilia] ....Since April, CNBC has employed a dedicated reporter to produce these articl...

S. maltophilia — 7/6/2026 1:41:00 PM

....Since April, CNBC has employed a dedicated reporter to produce these articles. CNBC also maintains a page on its website featuring Kalshi prediction markets selected by CNBC editors, along with its web coverage.

Some of CNBC’s reporting about Kalshi includes the disclosure, “ CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment.” This means CNBC is paid every time it can convert a viewer to a Kalshi user. As an investor, the network also benefits if Kalshi’s overall valuation increases. CNBC is also paid directly by Kalshi for using its data, according to The Wrap.

In at least 22 cases, however, CNBC has written about Kalshi and not disclosed its.....

popular.info

[Ian@SI] For the past several days, both CNBC staff And guests seemed to be convinced th...

Ian@SI — 6/10/2026 5:19:36 AM

For the past several days, both CNBC staff And guests seemed to be convinced that the AI “Miracle” is about to come to a sudden death. When I look at the recent press releases for the key players, nothing could be further from the truth.

The HBM capacity-expansion picture plus Nvidia/AMD earnings beats is exactly the kind of “hard” indicator that strongly supports the view that the AI boom is still accelerating.
HBM capacity expansions: Micron, Samsung, SK Hynix
The top three memory makers are all aggressively scaling HBM, which is the core high-performance memory used in AI chips:

Key takeaways:
• All three are doubling or tripling HBM capacity over the next 1–2 years.
• The total HBM wafer-start volume is expected to reach ~540,000 wafers/month by end-2025, a 105% increase from 2023–2024 levels.[linkedin]
• This is not small incremental expansion; it’s multi-billion-dollar, multi-fab, next-gen (HBM3E/HBM4) scale-up.
These expansions are explicitly tied to AI demand, especially Nvidia and AMD AI GPUs, and are being built to support HBM4 and next-gen AI chips.[linkedin +1]
Nvidia and AMD: beating estimates and whisper numbers
Both Nvidia and AMD have consistently beat Wall Street estimates and often exceeded whisper numbers, which are the unofficial “what the market actually expects” figures:
Nvidia:
• In recent quarters, traders have expected Nvidia to beat Street by ~$2B and guide ~$2B higher (“2+2” quarter).[cnbc]
• Whisper numbers have consistently been above consensus:
• For Q3 (FY2025): consensus ~$54.92B, whisper ~$56.32B (+$1.4B).[cnbc]
• For Q4 guidance: consensus ~$61.66B, whisper ~$63.02B (+$1.36B).[cnbc]
• For the January quarter, consensus was $37.1B, but the buy-side whisper was $39–$40B.[marketwatch]
• Recent EPS whisper numbers have been higher than consensus (e.g., EPS consensus $1.25 vs. whisper $1.35).[thewhispernumber]
AMD:
• In Q1 2026, AMD:
• Reported adjusted EPS of $1.37 vs. $1.28 estimate
• Revenue $10.25B vs. $9.89B estimate.[yahoo]
• This is a clear beat-and-raise pattern, consistent with tight competition with Nvidia in AI GPUs.[yahoo]
These results are not one-off; they reflect a sustained pattern where:
• AI chip demand is stronger than official guidance.
• The market’s unofficial expectations (whisper numbers) are even higher than analyst consensus, yet both companies still beat them.
Putting it together: what this says about the AI boom
Your intuition matches the data:
1. HBM capacity is exploding
• Micron, Samsung, and SK Hynix are all scaling HBM production by 50–100%+ over the next 1–2 years.
• This is the memory that is exclusively critical for AI chips; you don’t build this capacity unless you’re confident AI demand will be there.
2. Equipment makers are expanding too
• Tokyo Electron is building a new high-capacity production building (completion 2027) for semiconductor equipment, including plasma etch systems.[tel]
• Applied Materials just opened a $500M Singapore facility that more than doubles its advanced cleanroom capacity and is already producing equipment for AI chipmakers.[cnbc]
3. AI chip designers are beating estimates and whisper numbers
• Nvidia and AMD are repeatedly ** beating both consensus and unofficial expectations**, signaling demand is stronger than even the market’s optimistic views.[cnbc +2]
Taken together, these are hard, capital-intensive indicators:
• Multi-billion-dollar fab investments.
• Multi-year capacity expansions.
• Actual shipments and earnings beats.
They don’t just “suggest” the AI boom is alive; they show it is actively expanding at a rapid pace, with the entire supply chain (memory, equipment, and chip designers) betting heavily on continued growth.

In short, the AI boom is alive and well. And from the press releases that I see that’s going to continue for many more years to come.

IMHO,
Ian

[Truedarkblue] Maybe they think MU is a bubble stock?

Truedarkblue — 6/4/2026 11:50:54 AM

[Madharry] after the stock has appreciated 900% amd 20% yesterday the half time gang has a ...

Madharry — 5/27/2026 12:45:48 PM

after the stock has appreciated 900% amd 20% yesterday the half time gang has a heated discussion about Micron missing multiple key points entirely. why not have the UBS guy who upgraded his price target to $1650 on?

[onekema] Memo to CNBC: reunite Sarah with Will Frost at the 4pm slot, they had great chem...

onekema — 8/29/2024 3:36:12 PM

Memo to CNBC: reunite Sarah with Will Frost at the 4pm slot, they had great chemistry previously.

Judge is in over his head talking tech, as well as too abrupt/confrontational with guests - leave him at the noon slot.

[Fast Eddie] WOW! JoKe (Joe Kernan) was wild today. It seems without Andrew there to push ...

Fast Eddie — 8/28/2024 8:57:14 AM

WOW! JoKe (Joe Kernan) was wild today. It seems without Andrew there to push back at him he goes full MAGA. He did everything but put on his red hat today.

[Zen Dollar Round] Joe Kernen has gotten pretty cynical as he's gotten older. He also seems tired ...

Zen Dollar Round — 8/7/2024 7:02:03 PM

Joe Kernen has gotten pretty cynical as he's gotten older.

He also seems tired on many days, and is increasingly mush-mouthed and hard to understand. Enunciate more, Joe, you're on TV!

It is interesting he's admitted to being an avid gambler, mostly on sports I think.

I remember him back in the late 80's as the guy who know a lot about biotech and reported on it. He has a master's degree from MIT in molecular in biololgy.

I like Becky Quick and mostly tolerate Sorkin. I feel sorry for her she has to work with both of them.

[Fast Eddie] JoKe (Joe K) is having a meltdown re; Harris vs tRump

Fast Eddie — 7/22/2024 8:56:30 AM

[Fast Eddie] CNBC's new graphics look SUCKS

Fast Eddie — 12/11/2023 3:22:19 PM

[Zen Dollar Round] Joe is also a gambler, he's talked about it many times on the air, so possibly? ...

Zen Dollar Round — 11/9/2023 9:22:48 AM

Joe is also a gambler, he's talked about it many times on the air, so possibly?

That said, you don't have to be a tax cheat to hate the IRS or be concerned about them receiving massive new funding and hiring thousands of new workers, IMHO.

[Fast Eddie] As much as Joe Kernan, often referred to as JoKe, is pushing the defunding of th...

Fast Eddie — 11/9/2023 8:59:59 AM

As much as Joe Kernan, often referred to as JoKe, is pushing the defunding of the IRS I'd definitely suspect him to be a tax cheat.

[Saulamanca] [X] One month ago, Jim Cramer urged investors to buy Silicon Valley Bank stock ...

Saulamanca — 3/10/2023 5:13:32 PM

[X]

One month ago, Jim Cramer urged investors to buy Silicon Valley Bank stock $SIVB, saying it was "still cheap" and has "room to run."

The stock's value has since dropped by 66% following concerns that the bank is on the brink of collapsing. pic.twitter.com/5jgjqTGxld
— Watcher.Guru (@WatcherGuru) March 10, 2023

[/X]

[X]

pic.twitter.com/IwmLzlThEf
— Inverse Cramer (Not Jim Cramer) (@CramerTracker) March 10, 2023

[/X]

[Fast Eddie] FJK. F*ck Joe Kernan.

Fast Eddie — 8/30/2022 8:56:36 AM

[Zen Dollar Round] Cruel, but funny! Cramer is a near relentless optimist, so I try to take his co...

Zen Dollar Round — 7/26/2022 3:52:51 PM

Cruel, but funny!

Cramer is a near relentless optimist, so I try to take his comments with a grain of salt when he gets too animated about anything.

I do watch his show most days, but I gain the most value from his comments when the markets are negative, especially after a few days of selling in a row. There he's at his most analytical and most accurate, IMHO.

[Saulamanca] [X] Jim "flipflop" Cramer pic.twitter.com/EjqCBBd7pz— Inverse Cramer ETF (Not J...

Saulamanca — 7/26/2022 1:01:02 PM

[X]

Jim "flipflop" Cramer pic.twitter.com/EjqCBBd7pz
— Inverse Cramer ETF (Not Jim Cramer) (@CramerTracker) July 25, 2022

[/X]

[Zen Dollar Round] I enjoy listening to him "chat" with David Faber and Carl Quintanilla from 6 to ...

Zen Dollar Round — 9/10/2021 12:29:26 PM

I enjoy listening to him "chat" with David Faber and Carl Quintanilla from 6 to 7 AM PST around the market's 6:30 open. Today's he's gone from vaccine mandates to Xi Jinping's new rules limiting video game play in China then back to the US for the Coinbase issues with the SEC.

Yes, that is my favorite part of my CNBC day. When even one of those guys is gone from that segment, I don't get near the same enjoyment from it.

Cramer's talking points are so wide-ranging it's fun to try to follow his train of thought.

[Kirk ©] Since he can't buy stocks, he's bought property and it sounds like some are quit...

Kirk © — 9/10/2021 9:43:26 AM

Since he can't buy stocks, he's bought property and it sounds like some are quite nice like an olive farm in Tuscany with a villa. My guess is he can buy index funds which is probably a good thing as they have greatly outperformed his Action Alerts Plus portfolio.

I enjoy listening to him "chat" with David Faber and Carl Quintanilla from 6 to 7 AM PST around the market's 6:30 open. Today's he's gone from vaccine mandates to Xi Jinping's new rules limiting video game play in China then back to the US for the Coinbase issues with the SEC.

[Zen Dollar Round] From several sources, Jim Cramer's net worth is believed to be in the $150 milli...

Zen Dollar Round — 9/10/2021 4:16:18 AM

From several sources, Jim Cramer's net worth is believed to be in the $150 million range.

He makes $5 million per year from CNBC alone, but also has book deals and endorsements.

I doubt Cramer was the 100% owner of TheStreet.com when it was sold anyway, and he's obviously done quite well since then.

[Saulamanca] Thestreet.com wasn`t a good investment for the Maven. It`s worth even less now t...

Saulamanca — 9/9/2021 4:30:17 PM

Thestreet.com wasn`t a good investment for the Maven.
It`s worth even less now that Cramer is leaving.

CNBC’s Jim Cramer is said to be leaving TheStreet.com after 25 years

[Kirk ©] It is interesting how much the value of his assets have changed. $1.7B to $16.5...

Kirk © — 9/9/2021 4:00:43 PM

It is interesting how much the value of his assets have changed. $1.7B to $16.5M

en.wikipedia.org

In 1999, at the peak of the dot-com bubble, the market capitalization of the company was $1.7 billion.[9]

en.wikipedia.org

businesswire.com

NEW YORK--( BUSINESS WIRE)--Maven (TheMaven, Inc.) (OTC: MVEN) ( maven.io) today closed its acquisition of TheStreet, Inc. (Nasdaq: TST) ( www.t.st), a leading financial news and information provider to investors and institutions worldwide. A subsidiary of Maven acquired all outstanding common shares of TheStreet for $16.5 million in cash. As previously announced, the transaction is funded through debt financing fully committed by a subsidiary of B Riley Financial, Inc. (Nasdaq: RILY).

[Saulamanca] Jim Cramer Expands Role at CNBC with New Multi-Platform Media Deal Published Th...

Saulamanca — 9/9/2021 3:04:13 PM

Jim Cramer Expands Role at CNBC with New Multi-Platform Media Deal

Published Thu, Sep 9 20212:03 PM EDT

cnbc.com

[Zen Dollar Round] He's always been that way, probably not going to be fired for it at this point. ...

Zen Dollar Round — 8/27/2021 1:15:04 PM

He's always been that way, probably not going to be fired for it at this point.

I don't mind him, he just has his take on things...

[Truedarkblue] Joe Kernan is a arrogant anchor. Time for him to go.

Truedarkblue — 8/27/2021 8:57:54 AM

[Zen Dollar Round] Ah OK, thank you.

Zen Dollar Round — 3/12/2021 9:07:31 PM

[Kirk ©] Looks like he came back too soon and relapsed if you read some of his tweets. [...

Kirk © — 3/12/2021 8:59:28 PM

Looks like he came back too soon and relapsed if you read some of his tweets.

[X]

So didn't want to. Went right back to work three days later. Do not make my mistake. Relapse was so obvious! https://t.co/IJWdehVinr
— Jim Cramer (@jimcramer) March 11, 2021

[/X]

[Zen Dollar Round] Does anyone know why Jim Cramer has been gone from CNBC so much recently? I kno...

Zen Dollar Round — 3/12/2021 2:44:31 PM

Does anyone know why Jim Cramer has been gone from CNBC so much recently?

I know he had surgery a few weeks ago for a pinched nerve, but I thought he was fully recovered from it.

Seems like he's been on the air only about half the time lately, so no Squawk on the Street segments or Mad Money.

Hope someone can tell me what's been up with him, I've never seen anything on CNBC that explains his absences...

[Thomas M.] Retail investors just won a few battles against hedge fund billionaires. Any qu...

Thomas M. — 1/28/2021 8:44:05 PM

Retail investors just won a few battles against hedge fund billionaires. Any questions about which side CNBC is on?

Tom

[clochard] Why do CNBC and Bloomberg (in Europe) go through the expense of producing good q...

clochard — 11/19/2020 3:37:04 AM

Why do CNBC and Bloomberg (in Europe) go through the expense of producing good quality content and then sh*t all over their viewers with their idiotic commercial breaks? Most of the breaks are not from third parties and therefore non revenue producing anyway so why not show a non-repetitive variety of quiet commercials instead of the same garish loud rubbish every break?

[clochard] CNBC should air normal commercials like Sky News does instead of punishing their...

clochard — 11/10/2020 10:57:41 AM

CNBC should air normal commercials like Sky News does instead of punishing their viewers with the noisy flashy nerve jangling useless infomercials about themselves,

[clochard] No wonder. In Europe, CNBC and Bloomberg repeat the same idiotic commercials wit...

clochard — 10/27/2020 4:13:32 AM

No wonder. In Europe, CNBC and Bloomberg repeat the same idiotic commercials with shrill flashy graphics and music. Bloomberg has some woman doctor talking about coronavirus every commercial break. And on CNBC whenever Steve Sedgwick or Joe Kernan are on then the IQ of the show goes right down.

[Thomas M.] Shepard Smith’s CNBC Show Bombs in Ratings, Placing Last in Cable News and Behin...

Thomas M. — 10/26/2020 6:53:30 PM

Shepard Smith’s CNBC Show Bombs in Ratings, Placing Last in Cable News and Behind Fox Business Repeats

Between September 30 and October 22, The News with Shepard Smith was at the bottom of 7 p.m. cable news ratings — behind MSNBC’s Joy Reid, CNN’s Erin Burnett and Fox News’ Martha MacCallum.

As far as the business network competition goes, Smith’s show placed behind the 7 p.m. repeat of Fox Business show Lou Dobbs Tonight.

mediaite.com

Tom

[Fast Eddie] Cramer, before the open, trying to justify and normalize the "president's" deman...

Fast Eddie — 8/4/2020 9:42:27 AM

Cramer, before the open, trying to justify and normalize the "president's" demand for a kick-back for the MSFT Tik-Tok possible deal was ridiculous. He has gone way down the rabbit hole on this administration.

[Zen Dollar Round] They replayed Jim Cramer's blowup today on CNBC from August 2007, at the beginni...

Zen Dollar Round — 8/3/2020 10:58:59 AM

They replayed Jim Cramer's blowup today on CNBC from August 2007, at the beginning of the banking crisis.

In case anyone forgot (meltdown begins at 1:35):

Sorry yet again for the poor copy of this video, not sure why better copies don't exist on YouTube.

[Zen Dollar Round] OT Interesting that you mention .net and Windows failed updates in the same par...

Zen Dollar Round — 8/3/2020 10:51:08 AM

OT

Interesting that you mention .net and Windows failed updates in the same paragraph, since the .net updates were a constant source of failure when attempting to run Windows Update on either a VM with Windows XP or with Windows 7 under Apple's Boot Camp (natively running Windows on my Mac).

Never understood why and attempting to figure it out via the MS KnowledgeBase never resulted in a fix that worked.

I finally got tired of running Windows Update overnight only to wake up and see the entire thing failed and had to restore itself using a system restore point.

I blew away my 300 GB Windows partition and never went back to trying to run Windows in Boot Camp.

I have considered installing Windows 10 in Boot Camp, but your post is a great reminder of why I might not want to do that.

Currently I run Win10 only under a VM.

[clochard] Windows phone app developers had to contend with Microsoft's ever changing .net ...

clochard — 8/3/2020 10:17:36 AM

Windows phone app developers had to contend with Microsoft's ever changing .net forest so nobody bothered. Microsoft concentrated on the enterprise customers and never looked back. Windows users without corporate support network are fighting a losing battle with failed updates and ever increasing complexity.

[Zen Dollar Round] What was even more painful was his tenure as MSFT's CEO. He should have hung it ...

Zen Dollar Round — 8/3/2020 10:01:33 AM

What was even more painful was his tenure as MSFT's CEO. He should have hung it up with Bill.

I completely agree. MSFT spent some 13+ years wandering in the wilderness under Ballmer's direction, if memory serves.

Amazing how the stock began to recover simply at the announcement Ballmer would be leaving and Nadella would be taking over.

MSFT hasn't looked back since.

Almost unbelievably, Gates and Ballmer are no longer friends and do not maintain contact with each other at last report.

[Zen Dollar Round] You're right, they really messed up badly with their phone offerings. Thank god ...

Zen Dollar Round — 8/3/2020 9:56:06 AM

You're right, they really messed up badly with their phone offerings. Thank god they did.

I do give them kudos for inventing a novel GUI for their phone. The few people I knew that actually owned one really liked them.

It was just too little, too late in the smartphone wars with Android and iOS already well established. No way to get most developers to support yet a third smartphone OS with tiny market share.

[clochard] He was responsible for the mobile phone disaster. They could have been a real pl...

clochard — 8/3/2020 9:51:24 AM

He was responsible for the mobile phone disaster. They could have been a real player in the mobile business but screwed it up.

[Zen Dollar Round] Haha! Giggling like a schoolgirl here, you guys are making me laugh... The CNBC...

Zen Dollar Round — 8/3/2020 9:51:23 AM

Haha! Giggling like a schoolgirl here, you guys are making me laugh...

The CNBC interview was a bit subdued...for him.

Except when he mugged to the camera making a goofy face. Typical Ballmer.

I guess when you're worth many billions of dollars, own an NBA team, and can get COVID-19 tests upon request with near immediate results, life is good. You can do whatever and act however you want.

[Glenn Petersen] I missed that the first time. Pretty funny. What was even more painful was his ...

Glenn Petersen — 8/3/2020 9:47:40 AM

I missed that the first time. Pretty funny.

What was even more painful was his tenure as MSFT's CEO. He should have hung it up with Bill.

[clochard] According to his CNBC Q&A today he is the largest(!) shareholder of MSFT. So he...

clochard — 8/3/2020 9:42:56 AM

According to his CNBC Q&A today he is the largest(!) shareholder of MSFT. So he probably has a bionic ankle.

[Zen Dollar Round] He was obviously off his meds that day. There should be some sort of statute of ...

Zen Dollar Round — 8/3/2020 9:39:42 AM

He was obviously off his meds that day. There should be some sort of statute of limitations on that video. :)

LOL

I see all the copies of it on YouTube are in pretty poor shape due to it being copied/uploaded/compressed so many times.

Did you notice (if you can bear to watch it again) that he twists his ankle at about 0:21 in that video and his yell at that point is actually an exclamation of pain? You can see him hop and favor that foot right after he does it.

While I don't wish physical pain on the man, it makes the video even funnier to me.

[Glenn Petersen] He was obviously off his meds that day. There should be some sort of statute of...

Glenn Petersen — 8/3/2020 8:32:58 AM

He was obviously off his meds that day. There should be some sort of statute of limitations on that video. :)

[Zen Dollar Round] CNBC is about to have Monkey Boy on for an interview. This should be interesting...

Zen Dollar Round — 8/3/2020 8:25:05 AM

CNBC is about to have Monkey Boy on for an interview. This should be interesting...

[Glenn Petersen] Boeing used to give more money to shareholders than it made. Now it’s getting st...

Glenn Petersen — 4/1/2020 1:54:33 PM

Boeing used to give more money to shareholders than it made. Now it’s getting stimulus help.

Allan Sloan: Since the beginning of 2014, they’ve shelled out $61 billion in stock buybacks and dividends, which is more than the cash their business has produced.

marketplace.org

[da_cheif™] youtube.com

da_cheif™ — 4/1/2020 5:08:34 AM

[Fast Eddie] [graphic]

Fast Eddie — 3/27/2020 11:28:42 AM

[richardred] Jim are you ready to skeededdy today?

richardred — 3/9/2020 6:56:29 AM

[richardred] Cramer: I learned how to better to use the ? from Jack Welch.

richardred — 3/2/2020 8:59:03 AM

[richardred] Ex-CNBC anchor Michelle Caruso-Cabrera to take on AOC in primary [X] This is so...

richardred — 2/12/2020 1:25:49 PM

Ex-CNBC anchor Michelle Caruso-Cabrera to take on AOC in primary
[X]

This is so great!! Ex-CNBC anchor Michelle Caruso-Cabrera to take on AOC in primary https://t.co/N1lEGjvxya
— Maria Bartiromo (@MariaBartiromo) February 11, 2020

[/X]