Joe Kernen

Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.

Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.

Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.

Intel's blowout quarter, with revenue and earnings significantly above expectations and strong data center growth, suggests that the company is benefiting from surging AI-driven demand for chips, including chips previously written off. The stock is already up over 80% year-to-date and indicated up 28% on the earnings, and Joe Kernen predicts Intel will continue to rise above 400 billion market cap.