Kristina Partsinevelos @KristinaParts Twitter profile

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Kristina Partsinevelos

2 days

“Now to the most important news” in our lives… I’ll be on maternity leave until Q4 2024, embracing the joys and challenges of being a first time mom. See you soon!

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Kristina Partsinevelos

@KristinaParts

1 year

👯‍♀️ @MorganLBrennan

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Kristina Partsinevelos

@KristinaParts

8 months

What has Wall Street running scared this Halloween:

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Kristina Partsinevelos

@KristinaParts

2 years

The best end of segment w/ Leon Cooperman and @ScottWapnerCNBC on @CNBCOvertime . (Thumbnail really sells it)

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@KristinaParts

2 years

How I started the day vs. how I ended it:

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Kristina Partsinevelos

@KristinaParts

1 year

My friends are waiting for me to leave work and sent this lovely photo. Enjoy your weekend!

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Kristina Partsinevelos

@KristinaParts

3 months

Nvidia’s GTC event just wrapped up and check out all the A-listers leaving the building: George Lucas, Kendrick Lamar, Nas, Trevor Noah, Ashton Kutcher and more: $NVDA #GTC24

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Kristina Partsinevelos

@KristinaParts

3 months

I'm having one of those weeks.

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Kristina Partsinevelos

@KristinaParts

1 year

Is the derivatives team this easily entertained with CDS chatter?

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Kristina Partsinevelos

@KristinaParts

2 years

Surrounded by the best. @contessabrewer @dee_bosa @LesliePicker @CNBC #tvnews

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Kristina Partsinevelos

@KristinaParts

2 years

Note self: don't joke about bath time on air.

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Kristina Partsinevelos

@KristinaParts

10 months

Cash me outside.

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Kristina Partsinevelos

@KristinaParts

1 year

Which course or certificate should I take next? I welcome all ideas! Thanks

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Kristina Partsinevelos

@KristinaParts

1 year

Almost two years at @CNBC and I feel right at home. (But seriously, I do).

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Kristina Partsinevelos

@KristinaParts

7 months

A live audience hits differently. Thanks @cabc_co !

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Kristina Partsinevelos

@KristinaParts

1 year

Just two Canadians hitting the slopes. @dee_bosa

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Kristina Partsinevelos

@KristinaParts

11 months

Sometimes I can be awkward on TV and in real life. “Kickstart to the commercial”

TechCheck

@CNBCTechCheck

11 months

The $53B CHIPS Act aimed to jump-start the production of leading-edge semis in America - but a year later, funds have yet to be dispersed -- and firms have already spent billions of dollars. @KristinaParts reports from a soon-to-be Wolfspeed chip plant in Siler City, NC.

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@KristinaParts

1 year

I was gifted purple golf clubs last year. Clearly, I need to dust them off.

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Kristina Partsinevelos

@KristinaParts

2 years

I went to Canada for a few hours and came back with the goods:

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@KristinaParts

1 year

I’m clearly very excited to make my upcoming 8PM flight tonight, but also very thankful to be on this show and work for @CNBC . Happy New Year all!

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Kristina Partsinevelos

@KristinaParts

11 days

Admittedly, I was hoping for my water to break on air since my due date was yesterday. It would have made for good TV, but a chip chat on @HalftimeReport also works!

CNBC Halftime Report

@HalftimeReport

11 days

Semis $SMH Hit a New Record High. @KristinaParts joins us with the latest on the high flying chip stocks. $XLK $AMD $QCOM $TSM $AVGO

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Kristina Partsinevelos

@KristinaParts

3 years

Traders feel enriched after uranium prices and mining stocks soar. Interest on Reddit continues to be explosive, find out why on @CNBC : $URNM $CCJ (And yes, today I feel like entertaining myself with puns).

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Kristina Partsinevelos

@KristinaParts

1 year

There is a first for everything. Conflicting appointments meant I had to look like this when asking Nvidia’s CEO about their Huawei exposure and concerns about current China sales. Huang says they have no exposure to Huawei.

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Kristina Partsinevelos

@KristinaParts

10 months

Nvidia CFO on earnings call: "Our demand visibility extends into next year. Our supply over the next several quarters will continue to ramp as we lower cycle times and work with our supply partners to add capacity." No wonder Q3 revenue guidance is $16B vs. $12.6B est. $NVDA

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@KristinaParts

1 year

@pyrtbilly Because I've been dying for generic brand cheese slices on stale bread. Get in my belly!

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@KristinaParts

2 years

I’m so awkward sometimes….

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Kristina Partsinevelos

@KristinaParts

2 years

On @CNBC right now: Kanye West just said he's moving his money from JPMorgan to Bank of America "possibly" because Jamie Dimon never called him after he deposited $140M at the bank. $JPM $BOA $GPS

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Kristina Partsinevelos

@KristinaParts

2 years

It doesn't matter if you thin, fat, rich or poor. At the end of the day... it's night. You're American when you go into the bathroom, and American when you come out, but what are you in the bathroom? Europeein. (It's Friday and I enjoy a good pun/dad joke).

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@KristinaParts

2 years

Mike, it’s Canada Day. @michaelsantoli : “Well you can take Monday off to celebrate”. Have a great weekend all!

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Kristina Partsinevelos

@KristinaParts

10 months

Brown Forman shares closed 4% lower today so I used the opportunity to lift @ScottWapnerCNBC ’s spirits with my corny puns. Call my old fashioned, but I think puns are neat. $BF.B

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Kristina Partsinevelos

@KristinaParts

1 year

Finders keepers. I’ll be back tomorrow.

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@KristinaParts

1 month

Amazon snaps back at FT report: "To be clear, AWS did not ‘halt’ any orders from NVIDIA. In our close collaboration with NVIDIA, we jointly decided to move Project Ceiba from Hopper to Blackwell GPUs, which offer a leap forward in performance.” $NVDA

Amazon changes plans to order Nvidia ‘superchip’ to await updated model

Delay from the world’s biggest cloud computing provider gives investors jitters over potential ‘air pocket’ in demand for AI chips

www.ft.com

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Kristina Partsinevelos

@KristinaParts

1 year

I’m back from vacation and sporting some funky shoes you won’t be able to see on TV. See you at the top of 1 and 2pm on @CNBC !

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Kristina Partsinevelos

@KristinaParts

2 years

Big day at the office.

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Kristina Partsinevelos

@KristinaParts

8 years

Inspiring day @WFToronto and I got to share the stage with my buddy @PattieCTV #women #media #Toronto #WomensFest16

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Kristina Partsinevelos

@KristinaParts

2 months

Fridays with @SullyCNBC and @SnoopDogg : (Clearly the LBC reference didn’t click in real time).

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Kristina Partsinevelos

@KristinaParts

1 year

13 minutes into the earnings call and #AI mentioned 32x. CEO Jensen Huang hasn't even spoken yet! $NVDA

CNBCOvertime

@CNBCOvertime

1 year

Nividia shares pop after reporting earnings beating on top and bottom lines @KristinaParts reports $NVDA

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Kristina Partsinevelos

@KristinaParts

2 years

Sunday and Monday are in a fight. Who wins? Sunday because Monday is a weekday.

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Kristina Partsinevelos

@KristinaParts

3 months

Nvidia CEO Jensen Huang tells @CNBC the new Blackwell chip is $30 - $40K and cost $10B to deveop. But when I asked Nvidia's team which Blackwell chip Jensen was referring to, the team would not specify. $NVDA

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Kristina Partsinevelos

@KristinaParts

11 months

Ominous warning from Qualcomm CEO on earnings call: "We're taking a conservative view of the market and will be proactively taking additional cost actions to ensure Qualcomm is well positioned to deliver maximum value for stockholders in an uncertain environment." $QCOM -4.2%

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Kristina Partsinevelos

@KristinaParts

1 year

My former CNBC colleague @laurenthomas got the $WWE scoop for the @WSJ and I ran with it:

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Kristina Partsinevelos

@KristinaParts

2 years

Come back Dow. Mask courtesy of @EinsteinoWallSt

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Kristina Partsinevelos

@KristinaParts

11 months

TSMC says it's not cheaper to bring in Taiwanese workers compared with Arizona workers. $TMSC

CNBC

@CNBC

11 months

TSMC said it had to delay production at its $40 billion Arizona plant due to a lack of skilled chip workers in the U.S. @KristinaParts reports on the growing talent gap. $INTC $TSMC

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Kristina Partsinevelos

@KristinaParts

2 months

AMD upping its MI300 FY2024 estimates: "Demand continues to strengthen, and based on our expanding customer engagements we now expect data center GPU revenue to exceed $4 billion in 2024, up from the $3.5 billion we guided in January." Very much expected by the street $AMD

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@KristinaParts

4 months

Nvidia's $2T market cap is now bigger than the individual GDPs of Russia, Mexico, South Korea and Australia, according to 2023 IMF forecasts. Pocket lint stat: CEO Jensen Huang's net worth is said to be over $72B, according to Forbes. $NVDA

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@KristinaParts

1 month

Nvidia has added $255B in market value as of yesterday's close. That's almost the equivalent of AMD's total market value ($260B) and just shy of Coca Cola ($268B)! $AMD $NVDA

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Kristina Partsinevelos

@KristinaParts

4 months

Nvidia is responsible for ~60% of the S&P 500’s price gains this year and 70% of the Nasdaq 100’s gains to start 2024 (as of yesterday’s close and using Factset data). How long before $NVDA overtakes $Aapl ’s market cap? CC: @HumOnTheMarkets

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@KristinaParts

3 years

Time to talk inflationary pressures for private businesses. More on @CNBC ’s @PowerLunch . Meanwhile, I’ve got to glam at a trucking terminal.

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Kristina Partsinevelos

@KristinaParts

2 years

Kanye West to @SaraEisen : "They have one individual who can save the @Gap . I'm asking you who do you think it is. Sometimes the answer is sitting right in front of you". @kanyewest continues: "I'm not going to argue with people who are broker than me about money". $GPS

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Kristina Partsinevelos

@KristinaParts

1 year

Meet the $10,000 Nvidia chip powering the race for A.I. An excellent piece by my colleague @kifleswing

Meet the $10,000 Nvidia chip powering the race for A.I.

The $10,000 Nvidia A100has become one of the most critical tools in the artificial intelligence industry,

www.cnbc.com

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@KristinaParts

1 year

And this:

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@KristinaParts

3 years

BRB. Going to check the ETA on my holiday orders.

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Kristina Partsinevelos

@KristinaParts

1 month

$NVDA CEO on potential demand lull: "they will easily transition from H100 to H200 to B100 [...] the software stack that runs on Hopper will run fantastically on Blackwell." Blackwell ramps in Q3 with "alot of Blackwell revenue this year".

Kristina Partsinevelos

@KristinaParts

1 month

Latest $NVDA earnings call details from CFO: - inferencing drove 40% of data center revs (past 4Qs) - auto to be the largest enterprise vertical within data center this year. Mentions $TSLA securing 35k GPUS -Sovereign AI should hit "high single digit billions this year"

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Kristina Partsinevelos

@KristinaParts

3 months

My tweet getting some love:

Tom's Hardware

@tomshardware

3 months

Nvidia CEO Jensen Huang's star power made him a celebrity magnet at GTC 2024

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Kristina Partsinevelos

@KristinaParts

11 days

AMD confirms hacker breach: "We are aware of a cybercriminal organization claiming to be in possession of stolen AMD data. We are working closely with law enforcement officials and a third-party hosting partner to investigate the claim and the significance of the data.” $AMD

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Kristina Partsinevelos

@KristinaParts

3 months

Big tech focuses on in-house chips in an attempt to reduce the reliance on Nvidia . I head to AWS in Texas to see how the competition stacks up: $NVDA $AMZN

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Kristina Partsinevelos

@KristinaParts

11 months

'Where is the money?' Companies await funding one year after CHIPS Act signed into law #semiconductor $skyt $wolf

Companies await funding one year after CHIPS Act signed into law

CNBC's Kristina Partsinevelos reports on the progress made from the federal CHIPS and Science Act one year after President Biden signed it into law.

www.cnbc.com

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@KristinaParts

8 months

AMD CEO Lisa Su on earnings call: "we now expect data center GPU revenue to be approximately $400M in the fourth quarter and exceed $2B in 2024 as revenue ramps throughout the year. This growth would make MI300 the fastest product to ramp to $1 billion in sales in $AMD history."

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Kristina Partsinevelos

@KristinaParts

1 year

Just a casual Thursday night with @SPGlobalPlatts and some Broadway stars.

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Kristina Partsinevelos

@KristinaParts

1 year

Monday media meltdown: Anchor Tucker Carlson out at Fox News $FOXA Anchor Don Lemon fired from CNN $WBD NBCUniversal CEO Jeff Shell ousted from NBC $CMCSA

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Kristina Partsinevelos

@KristinaParts

1 year

Let the visuals tell the story. Not the words. This is so good.

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@KristinaParts

19 days

Big $NVDA Evercore call: We have observed that at each successive computing era, the ecosystem players represent a larger weighting of the SP. Based on this trajectory +NVDA’s dominant position, we think it's not out of the question that NVDA can become a 15% weight in the SP500.

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Kristina Partsinevelos

@KristinaParts

7 months

Reuters calling it an "exclusive" about China $NVDA chip delays, but it was on Tues' earnings call: "These products, they may become available in the next coming months; however, we don't expect their contribution to be material or meaningful as a percentage of the revenue in Q4"

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@KristinaParts

1 year

AMD CEO Lisa Su says their total addressable AI data center market will jump for $30B this year to over $150B in 2027. “It’s going to be a lot”. $AMD Tune into @CNBC 4PM ET for my interview with Su.

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@KristinaParts

8 months

$QCOM

CNBC

@CNBC

8 months

Qualcomm beat expectations for Q4 sales and earnings and gave a strong forecast for the current quarter. @KristinaParts reports.

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@KristinaParts

3 months

I just asked $Nvda's CEO Jensen Huang about this $30-40K price tag, he said "I wasn’t intending on providing a pricing for a chip" and explained that's it's "obviously not" only about a chip, it's about designing data centers and integrating into other people's data centers.

Kristina Partsinevelos

@KristinaParts

3 months

Nvidia CEO Jensen Huang tells @CNBC the new Blackwell chip is $30 - $40K and cost $10B to deveop. But when I asked Nvidia's team which Blackwell chip Jensen was referring to, the team would not specify. $NVDA

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Kristina Partsinevelos

@KristinaParts

2 years

Fed Chair Jim Bullard on @CNBC : "One thing about the market is they expect inflation to come down quite rapidly next year and they've been wrong on this so far. The better bet is that it will take awhile for inflation to come back to 2%". #markets #inflation @steveliesman

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@KristinaParts

1 year

Nice timing for AMD given its recent stock drop after earnings. Today, Bloomberg is reporting that AMD and Microsoft are teaming up build an AI chip that will rival Nvidia's GPU chip. AMD told me they won't comment on speculation. $MSFT $NVDA $AMD

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Kristina Partsinevelos

@KristinaParts

1 year

I mumbled "ah the suspense".

TradeCNBC

@TradeCNBC

1 year

I got a kick out of @KristinaParts mocking @ScottWapnerCNBC on his Wrangler silence, but what did she say? “I’m Bursting?”

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@KristinaParts

3 months

“We continue to see institutional clients sell pockets of crowded tech (ytd Mag 7 underperformers for ex) and rotate into cyclicals (mostly concentrated in industrials & REITS, trickling into finance). It’s a very healthy signal that demand is broadening” - Goldman Sachs March 16

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@KristinaParts

11 months

Additional info adding to $PANW's stock jump: Full year Guidance: Billings: $10.9-11.0B vs. $10.81B est. EPS: $5.27-5.40 vs. $4.98 est. Substantial beats in those categories.

CNBCOvertime

@CNBCOvertime

11 months

Palo Alto shares popping on earnings @KristinaParts reports $PANW

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Kristina Partsinevelos

@KristinaParts

2 years

Happy Canada Day friends. 🇨🇦 And thank you @JoeSquawk for indulging me for a moment. #CanadaDay2022

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Kristina Partsinevelos

@KristinaParts

2 years

"Look ma, I'm going to be on TV". Friends, look out for a crazy clown jester walking behind the Snoopy float midway through the Macy's parade tmrw. I'll have red on my face and some stripped attire. @contessabrewer is awesome for sharing the news w/ @michaelsantoli . Happy 🦃

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Kristina Partsinevelos

@KristinaParts

3 months

Intel says its new Gaudi 3 chip is over 2x as power-efficient as and can run AI models 1.5x faster than Nvidia’s H100 GPU. $INTC $NVDA Details here:

Money Movers

@moneymoverscnbc

3 months

Watch out, $NVDA 👀 CNBC's @KristinaParts reports on $INTC's newly announced AI chips that the company says will be cheaper and more power efficient than its competition.

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@KristinaParts

24 days

Move over Apple, Nvidia's now the 2nd most valuable company, according to market cap. $NVDA $AAPL

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Kristina Partsinevelos

@KristinaParts

3 years

Ready for the weekend.

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Kristina Partsinevelos

@KristinaParts

6 months

Both the SMH and the SOXX hit new intraday all-time highs today earlier in session back to inception for SMH is 2011 and for the SOXX in 2001.

CNBC Halftime Report

@HalftimeReport

6 months

Semis ETF $SMH is on pace for its best year since 2003. @KristinaParts gives us the latest on the chips. @terranovajoe and @GilmanHill 's Jenny Harrington weigh in on the names they own. $NVDA $MU $QCOM $AVGO $LRCX $ON $SWKS

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Kristina Partsinevelos

@KristinaParts

3 years

While going live, I noticed someone staring and thought it odd. But it’s just @GuyAdami . This is the closest I’ll get to hanging out.

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@KristinaParts

3 months

Since 2000, US corporations have, on net, bought back $5.5T of stock. This amounts to more demand than any other market participant, and it’s not even close. GS says the single biggest technical in today’s market is corporate stock buybacks.

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@KristinaParts

4 months

Intel confirms Microsoft as a new foundry customer - $MSFT will use Intel's 18A process to build a new chip. No details on that chip. Intel also increases its lifetime foundry pipeline to $15B from $10B and confirms all is on track for fives nodes in four years. $INTC -1%

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@KristinaParts

2 years

@WilfredFrost I agree. Also, this is how your tweet appeared on my feed:

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@KristinaParts

17 days

Broadcom CEO on competition from Nvidia GPUs: "We're happy to use our of IP portfolio to create those custom ASIC AI accelerator. So I do not see them as truly competing against each other...We're not we are not a competitor to them. We don't try to be either." $NVDA $AVGO

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@KristinaParts

1 year

"In 22 years on the Street as a tech analyst we have listened to 1,000's of conference call with many highs and lows. Last night's Lyft call was a Top 3 worst call we have ever heard." - Wedbush note At least 9 analyst downgrades today. $LYFT is in freefall, -36% vs $UBER -4%

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@KristinaParts

22 days

GameStop shares halted 17 times amid frenzied trading - the stock’s wildest session in three years. Even @TheRoaringKitty ’s livestream couldn’t stop the downturn as the meme stock $GME plunged:

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@KristinaParts

2 months

Brian’s last words to me tonight: “that’s OBA - offensive, but accurate”. We talked chips but managed to throw in some Gangnam style, bears, Covid and goldfish. Always a good time with @SullyCNBC and the @LastCallCNBC team.

Last Call

@LastCallCNBC

2 months

"Qualcomm is showing that the smartphone recovery is slowly underway. They also saw a lot of strength in autos," says @KristinaParts on $QCOM earnings.

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@KristinaParts

6 months

Bring on the weekend.

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@KristinaParts

1 year

I speak into a black void during these live hits so I never get to see reactions. Hi @tvkatesnow and @simplyzinhle !!

Zinhle

@simplyzinhle

1 year

ALL SMILES, ALL DAY! 🤍 @tvkatesnow @KristinaParts

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@KristinaParts

7 months

AMD launches a next gen open sourced software, ROCm 6, which "really delivers for AI developers". It has 8x performance compared to AMD's previous generation. $AMD But $NVDA putting out a hit piece on Forbes stating their software is faster:

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@KristinaParts

3 years

SmileDirectClub shares jump after becoming Reddit's new short squeeze play. Details here on @CNBC : $SDC #WSB

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@KristinaParts

5 months

#Breaking : AMD updating its 2024 AI Chip revenue guide to over $3.5B from $2B, "based on the strong customer pull and expanded engagements". $AMD

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@KristinaParts

1 year

A snippet from my interview yday:

CNBCOvertime

@CNBCOvertime

1 year

"Today [AI] is a $30B market and we think it'll grow over the next 3 or 4 years more than 50% a year, so we see $150B by the time we get to 2027," says AMD CEO @LisaSu $AMD

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@KristinaParts

1 year

It's really important to put these tech layoffs into context. DocuSign plans to cut 10% of its workforce. Yes, it's bad for those employees. But the company more than doubled its headcount from 2020 to 2022 (3909 --> 7461). $DOCU +4.8% There's more to a headline.

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@KristinaParts

3 years

Is Manhattan’s office market turning a corner? I’ll have the details from 91 floors up. Coming up on @CNBC at 1:55pm and 3:18 PM EST.

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@KristinaParts

11 days

Morning chip movers: $AVGO: continuing rally post stock split news. Bigger than $LLY's market cap $QCOM: Apple Analyst Kuo said Qcom to be sole SoC supplier for Samsung's Galaxy S25, chip prices to go up $TSM: sole supplier of said QCOM chip $NVDA: Wells loves Spectrum-X, pt $155

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@KristinaParts

1 year

AMD CEO on earnings call now: "In the PC market, we are planning for the PC TAM to be down approximately 10% for 2023. We expect to continue to ship below consumption in the first quarter to reduce downstream inventory which is reflected in our guidance. " $AMD

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@KristinaParts

2 years

Comeback central today. At the low today, the S&P 500 was down -4%, but ended the day in the green +0.3%. The Nasdaq followed a similar pattern. The last time we saw such swings was at the heart of the financial crisis in November 2008. #investing #stocks

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@KristinaParts

11 months

Why is Palo Alto reporting earnings on a summer Friday afternoon? Many reports suggest to expect the worst and that's why the stock has dropped ~18% since Aug 2. But attention doesn't always wane on Fridays. $PANW