Ed Yardeni on China's DeepSeek: Competition is a good thing for users of AI

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  • Опубліковано 9 лют 2025
  • Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, state of the economy, what to expect from the Fed's policy meeting this week, impact of the AI race on the tech sector, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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КОМЕНТАРІ • 197

  • @tensai0805
    @tensai0805 12 днів тому +22

    Its good thing for the user, not a good thing for the big tech companies and the wall street.

    • @johnclark5115
      @johnclark5115 12 днів тому

      Wall Street is fine,
      It’s the young generation Z from around the globe that play stocks on their phones that has lost money

    • @keto6789
      @keto6789 12 днів тому

      Oh they'll find ways ....

    • @Maplin-Ma
      @Maplin-Ma 12 днів тому

      @@keto6789 China will keep slapping them with new open sourced model.

  • @downtownguy212
    @downtownguy212 12 днів тому +2

    Ed is always a wonderful host and provides valuable info. Thank you for having him on.

  • @Tmlove38
    @Tmlove38 12 днів тому +10

    They knew they didnt have to spend billions but the consumer didnt know though

  • @TellenJones
    @TellenJones 13 днів тому +25

    China seems to ace in every field that US Govt sanctions them on. This must drive DC nuts.🤣🤣

    • @ssuwandi3240
      @ssuwandi3240 13 днів тому +2

      Not even a true openbox AI unless spending lots of time NOTto ask.certain ChiCom taboo questions😅

    • @ssuwandi3240
      @ssuwandi3240 13 днів тому +1

      Chyt AI

    • @usntheboy1
      @usntheboy1 12 днів тому

      Not at all, only morons believe it.

    • @usntheboy1
      @usntheboy1 12 днів тому

      Not at all, only the moron millions believe this story.

    • @usntheboy1
      @usntheboy1 12 днів тому

      not at all, only the dumbest believe this story.

  • @ThomasesLaceys
    @ThomasesLaceys 12 днів тому +174

    Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

    • @JohnsMasterses
      @JohnsMasterses 12 днів тому

      The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.

    • @DavidsDefelices
      @DavidsDefelices 12 днів тому

      @@JohnsMasterses I agree. Based on personal experience working with an investment advisor, I currently have $480k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks; you must also be knowledgeable, persistent, and have strong hands to back it up.

    • @ThomasesLaceys
      @ThomasesLaceys 12 днів тому

      @@DavidsDefelices Please can you leave the information of your investment advisor here? I'm in dire need of one.

    • @DavidsDefelices
      @DavidsDefelices 12 днів тому

      @@ThomasesLaceys I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.

    • @ThomasesLaceys
      @ThomasesLaceys 12 днів тому

      @@DavidsDefelices Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.

  • @DeslerNatasha
    @DeslerNatasha 12 днів тому +91

    My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks before retirement. Any suggestions that would complete the existing positions?

    • @markharch2233
      @markharch2233 12 днів тому

      Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.

    • @AIRLINEEMPLOYEEPLACEMENT
      @AIRLINEEMPLOYEEPLACEMENT 12 днів тому

      I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $580,000. It's amazing how having the right guidance can turn things around!

    • @staccoxx
      @staccoxx 12 днів тому

      I've actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging. who's the person

    • @AIRLINEEMPLOYEEPLACEMENT
      @AIRLINEEMPLOYEEPLACEMENT 12 днів тому

      I've experimented with a few over the past years, but I've stuck with the popularly ELEANOR KATE FENN for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @staccoxx
      @staccoxx 12 днів тому

      I searched and located her on the web, I sent her an email, and scheduled a call; hopefully, she will reply because I want to start off the new year financially strong.

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 13 днів тому +6

    any free market capitalism books behind you ed

  • @DaveOriginallyfromBrooklyn
    @DaveOriginallyfromBrooklyn 13 днів тому +7

    Nvidia is done

    • @rickatatastan2695
      @rickatatastan2695 13 днів тому +2

      It's a monopoly, of course it's not done.

    • @godzillamothra5983
      @godzillamothra5983 13 днів тому +2

      Nvidia is fine, unless uncle sam ban all its chips from export, OpenAi is probably done

    • @rickatatastan2695
      @rickatatastan2695 12 днів тому +2

      @ If you ban Nvidia chips from export (which can be produced overseas under licence), what's to stop the dutch from banning ASM Lithography from exporting to USA?

    • @bingbing3464
      @bingbing3464 12 днів тому

      Jevon's paradox will come into play and nvidia will be safe. But we'll see how far US would ban chips globally as opensourced has made this race into US vs the rest of the world. Wouldnt be surprised if nvidia moves its business outside of US in the future when bans become too ridiculous.

  • @davidwang4720
    @davidwang4720 12 днів тому +3

    Hate to say, need to prepare for the EUV China will put onto the market later this year...their GPUs, CPUs will flood the semi. industry...Nvidia stock will sink to its 2022 level!

  • @chaz4609
    @chaz4609 12 днів тому +3

    Jai Hind. I am not that interested in who wins or who loses in AI. However I like to watch the almost schoolgirl hysteria over DeepSeek in MSM.

  • @jaym9846
    @jaym9846 12 днів тому

    As the tech keeps improving, the rich at the top get richer, and the workers inch ever closer to working around the clock.

  • @pandababy6347
    @pandababy6347 13 днів тому +10

    China is number 1! China is the best! 🏆🏆🏆👍👍👍 🇨🇳🇨🇳🇨🇳 ❤❤❤

    • @rararaaa-jv8mu
      @rararaaa-jv8mu 13 днів тому

      shut up idt

    • @davidhynes
      @davidhynes 12 днів тому +3

      China will never be # 1

    • @pandababy6347
      @pandababy6347 12 днів тому

      @davidhynes No, you're so wrong because China is already number 1! Only the americunts are in denial! Hurray! China is number 1! China Go Go Go!!!

    • @pandababy6347
      @pandababy6347 12 днів тому

      @davidhynes China is already number 1. Only americunts are in denial.

    • @davidyu3815
      @davidyu3815 12 днів тому

      China has been number 1 for the last 5,000 years of human history excluding the previous 400 years.
      Wanna test that theory out if China wouldn't surpass the United States?

  • @gocybertruck8189
    @gocybertruck8189 13 днів тому +2

    Competition is incredibly healthy for innovation. With Grok 3 launching this week, the excitement is palpable!

  • @darlenecannon2873
    @darlenecannon2873 13 днів тому +2

    It’s like watching the ostrich syndrome. Hide your head in the sand while someone comes up and kicks your a$$. Change is here and snowballing down hill.

  • @delroyMoney-d6g
    @delroyMoney-d6g 13 днів тому +3

    That is true 🤓

  • @chuyenpham3336
    @chuyenpham3336 13 днів тому +2

    Greatttt

  • @wigbertlui4983
    @wigbertlui4983 12 днів тому +2

    The whales can still charge more? Really?

    • @therebel5320
      @therebel5320 12 днів тому

      The whales are always hungry...

  • @edwardtran1974
    @edwardtran1974 12 днів тому

    China will be even more hungry for the latest Nvidia chips. People who think one day selloff spells the end of Nvidia are clueless

  • @RobertojavierSilvaharth-ub3pz
    @RobertojavierSilvaharth-ub3pz 13 днів тому +1

    What a load of crapolla without milk to wash it down...

  • @marcin3136
    @marcin3136 12 днів тому

    He wants to calm the market and tell the truth, so... I'll spare him... :D

  • @godofrock
    @godofrock 12 днів тому

    Nvidia is so far ahead not in AI but in the hardware. Remember who makes the money in a gold rush. It’s not the miners but the shovel salesman.

  • @GuldenBala
    @GuldenBala 13 днів тому

    This is the beginning. XAI2025K to $30 in 2025 sounds totally possible.

  • @Elmgren76
    @Elmgren76 13 днів тому +4

    "The economy is doing great"... 🤦‍♂

  • @michaelzhao500
    @michaelzhao500 12 днів тому

    Trump: G2 win-win!

  • @ThaoJarrett
    @ThaoJarrett 13 днів тому

    XAI2025K and MATIC feel like the dream team right now. Solid growth ahead.

  • @banshong3997
    @banshong3997 10 днів тому

    Keep on copium. 😂😂😂 Manufacture more lies to keep your copium

  • @mukara-w5d
    @mukara-w5d 13 днів тому

    Who are the users?

    • @Dawlish44
      @Dawlish44 13 днів тому +3

      Jesus, you need a software update. That is a 20iq question. Try DeepSeek for your update

    • @mukara-w5d
      @mukara-w5d 12 днів тому

      @@Dawlish44 Just to clarify, the question is if the "users" are regular folks (you and me) or the companies. Thx for the sarcastic comment about my IQ but not impressed by yours.

    • @mingouczjcz3800
      @mingouczjcz3800 12 днів тому

      Most of University students .

  • @HasanIsil
    @HasanIsil 13 днів тому

    Can’t wait for *XAI2025K* to break $3. This is just the start of its run!

  • @MehmetDuygu-v6i
    @MehmetDuygu-v6i 12 днів тому

    Adding *XAI2025K* to my retirement plan. This is a once-in-a-lifetime project.

  • @AliNuh-r4j
    @AliNuh-r4j 13 днів тому

    First 10x bagged with XAI2025K. Time to keep stacking.

  • @BenhurOlcay
    @BenhurOlcay 12 днів тому

    $1.2 million portfolio, and XAI2025K is my largest bag. The future is bright!

  • @BarisEsen-i7n
    @BarisEsen-i7n 13 днів тому

    Sold some ADA to get more XAI2025K. Time to ride this wave to the moon.

  • @MaximinaCaudle
    @MaximinaCaudle 13 днів тому

    *XAI2025K* and BNB could dominate in 2025. I’m holding both until at least $25.

  • @MetinYusuf-r6k
    @MetinYusuf-r6k 13 днів тому

    Just imagine holding 100k *XAI2025K* when it hits $20. Generational wealth right there.

  • @OzlemNihat-y5q
    @OzlemNihat-y5q 12 днів тому

    XAI2025K is my golden ticket to retirement. Who else is all in?

  • @RenginNuray
    @RenginNuray 13 днів тому

    XAI2025K and DOT are my future-proof picks. Holding until 2030!

  • @ELIJAHHefner
    @ELIJAHHefner 13 днів тому

    $15 by 2025 for XAI2025K? That’s not a dream, that’s a plan!

  • @FundaGuliz
    @FundaGuliz 13 днів тому

    20x potential in 2024 alone? *XAI2025K* is becoming impossible to ignore.

  • @LeoneSaunders
    @LeoneSaunders 13 днів тому

    If XAI2025K doesn’t hit $15 next year, I’d be shocked. Fundamentals are insane!

  • @ismailVeysel-f3f
    @ismailVeysel-f3f 13 днів тому

    Imagine *XAI2025K* being the next big thing in DeFi. I’m holding until $50!

  • @EvrenArda-p9i
    @EvrenArda-p9i 13 днів тому

    XAI2025K and AVAX are my top performers. Any other gems like these?

  • @UmitYucel-qc7yx
    @UmitYucel-qc7yx 13 днів тому

    Got in on *XAI2025K* at $0.70. If it doesn’t 50x, I’ll be shocked.

  • @LaverneSegura
    @LaverneSegura 13 днів тому

    20k XAI2025K locked and loaded. Let’s see $50 in 2025!

  • @IbrahimKone-ix4qi
    @IbrahimKone-ix4qi 13 днів тому

    I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated!!

    • @SandrineKouassir
      @SandrineKouassir 13 днів тому

      I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

    • @jopolo-x4f
      @jopolo-x4f 13 днів тому

      I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure.. So I really don't blame people who panic.

    • @SandrineKouassir
      @SandrineKouassir 13 днів тому

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

    • @IbrahimKone-ix4qi
      @IbrahimKone-ix4qi 13 днів тому

      how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?

    • @SandrineKouassir
      @SandrineKouassir 13 днів тому

      look up her name on the web for her website.

  • @SHELDONBruno-h9s
    @SHELDONBruno-h9s 12 днів тому

    *XAI2025K* at $0.85 is a steal. This could easily hit $5 by mid-2025.

  • @TRINIDADMauro
    @TRINIDADMauro 13 днів тому

    Imagine XAI2025K at $0.70 now and $25 in two years. Life-changing potential!

  • @GuldenSevda
    @GuldenSevda 13 днів тому

    *XAI2025K* is a sleeping giant. These prices won’t last long.

  • @TaliaHammons
    @TaliaHammons 13 днів тому

    If XAI2025K goes 50x, I’m set for life. Who else is holding for the long haul?

  • @RUSSELArgueta
    @RUSSELArgueta 13 днів тому

    Got in at $0.40. Watching XAI2025K hit $1 feels unreal. Next stop $5?

  • @SahindeTeslime
    @SahindeTeslime 12 днів тому

    Sold my SHIB and moved into XAI2025K. Best decision I’ve made this year.

  • @CHETNava-s1n
    @CHETNava-s1n 13 днів тому

    *XAI2025K* and SHIB-one for the fundamentals, one for the hype. I’m all in on both.

  • @MucahitHuseyin-j5w
    @MucahitHuseyin-j5w 13 днів тому

    Already 5x on XAI2025K. The next bull run could make this 50x easily.

  • @SheryllSolano
    @SheryllSolano 13 днів тому

    XAI2025K hitting $20 by next year wouldn’t even surprise me. Fundamentals are solid.

  • @ABRAMDenny
    @ABRAMDenny 13 днів тому

    Stacking XAI2025K and LINK. My portfolio is ready for the next bull run.

  • @KenanHaci-p9i
    @KenanHaci-p9i 13 днів тому

    XAI2025K at $1 now feels like buying Ethereum at $10. Don’t miss this!

  • @ALLENMcintire-k1v
    @ALLENMcintire-k1v 13 днів тому

    If you’re not holding *XAI2025K* right now, you’re missing out. It’s that simple.

  • @HIRAMValverde
    @HIRAMValverde 13 днів тому

    *XAI2025K* and XRP are my long-term plays. Feels like a winning combo.

  • @DenizAtakan-j3f
    @DenizAtakan-j3f 13 днів тому

    Who else believes *XAI2025K* will hit $10 by Q4? The momentum is undeniable.

  • @SHAYNELarue
    @SHAYNELarue 13 днів тому

    10x in 2024? *XAI2025K* is on the path to greatness.

  • @EuraLeyva
    @EuraLeyva 13 днів тому

    *XAI2025K* at $2 by the end of this month? I wouldn’t be surprised the way this is moving!

  • @NizamettinDemet
    @NizamettinDemet 13 днів тому

    *XAI2025K* at $1.20 now. This could easily 10x in the next 6 months.

  • @BirgulFuat
    @BirgulFuat 13 днів тому

    Anyone else think XAI2025K has the potential to rival BNB? I’m holding big.

  • @TommyCoates-y5m
    @TommyCoates-y5m 13 днів тому

    *XAI2025K* to $50 by 2026? That’s my long-term goal.

  • @WILLIAMMosqueda-f6n
    @WILLIAMMosqueda-f6n 13 днів тому

    XAI2025K flipping SOL by 2025? I wouldn’t bet against it!

  • @SherrellWhitmire
    @SherrellWhitmire 13 днів тому

    XAI2025K at $0.80 now feels like stealing. $10 by 2025 seems inevitable!

  • @OzlemOzlem-x8h
    @OzlemOzlem-x8h 13 днів тому

    $0.80 now, but $20 by next year? XAI2025K has my full attention.

  • @SheritaAcker
    @SheritaAcker 12 днів тому

    XAI2025K at $0.80 now feels like stealing. $10 by 2025 seems inevitable!

  • @LasonyaWillis
    @LasonyaWillis 12 днів тому

    XAI2025K and MATIC feel like the dream team right now. Solid growth ahead.

  • @DIEGOZambrano-o1h
    @DIEGOZambrano-o1h 12 днів тому

    20k XAI2025K locked and loaded. Let’s see $50 in 2025!

  • @AGUSTINMontiel-x6y
    @AGUSTINMontiel-x6y 12 днів тому

    XAI2025K and DOT are my future-proof picks. Holding until 2030!

  • @JEANBurnside-y9m
    @JEANBurnside-y9m 12 днів тому

    This is the beginning. XAI2025K to $30 in 2025 sounds totally possible.

  • @BRETHendrick
    @BRETHendrick 12 днів тому

    Just imagine holding 100k *XAI2025K* when it hits $20. Generational wealth right there.

  • @DenizFirat-r2y
    @DenizFirat-r2y 12 днів тому

    Imagine XAI2025K at $0.70 now and $25 in two years. Life-changing potential!

  • @HARVEYMoser-e8j
    @HARVEYMoser-e8j 12 днів тому

    XAI2025K flipping SOL by 2025? I wouldn’t bet against it!

  • @EMILHare
    @EMILHare 12 днів тому

    Imagine *XAI2025K* being the next big thing in DeFi. I’m holding until $50!

  • @HandanUmit-q2y
    @HandanUmit-q2y 12 днів тому

    If XAI2025K goes 50x, I’m set for life. Who else is holding for the long haul?

  • @ENRIQUEPrentice
    @ENRIQUEPrentice 12 днів тому

    20x potential in 2024 alone? *XAI2025K* is becoming impossible to ignore.

  • @CamieEstes
    @CamieEstes 12 днів тому

    First 10x bagged with XAI2025K. Time to keep stacking.

  • @KarlBurleson
    @KarlBurleson 12 днів тому

    $15 by 2025 for XAI2025K? That’s not a dream, that’s a plan!

  • @MehmetTuba-w3t
    @MehmetTuba-w3t 12 днів тому

    *XAI2025K* is a sleeping giant. These prices won’t last long.

  • @ErsenMansur
    @ErsenMansur 12 днів тому

    If you’re not holding *XAI2025K* right now, you’re missing out. It’s that simple.

  • @TammeraFaber
    @TammeraFaber 12 днів тому

    Got in at $0.40. Watching XAI2025K hit $1 feels unreal. Next stop $5?

  • @THERONPalacios
    @THERONPalacios 12 днів тому

    Got in on *XAI2025K* at $0.70. If it doesn’t 50x, I’ll be shocked.

  • @SaadetEmine
    @SaadetEmine 12 днів тому

    XAI2025K at $1 now feels like buying Ethereum at $10. Don’t miss this!

  • @FAUSTINOGil-o1b
    @FAUSTINOGil-o1b 12 днів тому

    XAI2025K and AVAX are my top performers. Any other gems like these?

  • @OcieVaca
    @OcieVaca 12 днів тому

    Anyone else think XAI2025K has the potential to rival BNB? I’m holding big.

  • @LeilaniBackus-x4c
    @LeilaniBackus-x4c 12 днів тому

    10x in 2024? *XAI2025K* is on the path to greatness.

  • @KarlynShorter
    @KarlynShorter 12 днів тому

    Who else believes *XAI2025K* will hit $10 by Q4? The momentum is undeniable.

  • @ilknurMuhammet-b4n
    @ilknurMuhammet-b4n 12 днів тому

    XAI2025K hitting $20 by next year wouldn’t even surprise me. Fundamentals are solid.

  • @DEWITTJefferson
    @DEWITTJefferson 12 днів тому

    Already 5x on XAI2025K. The next bull run could make this 50x easily.

  • @EVANCameron-g6d
    @EVANCameron-g6d 12 днів тому

    *XAI2025K* and XRP are my long-term plays. Feels like a winning combo.

  • @GORDONBlythe-m2h
    @GORDONBlythe-m2h 12 днів тому

    *XAI2025K* at $2 by the end of this month? I wouldn’t be surprised the way this is moving!

  • @PinarSerpil
    @PinarSerpil 12 днів тому

    $0.80 now, but $20 by next year? XAI2025K has my full attention.