CNBC & Bloomberg On NVIDIA Stock, NVIDIA Earnings - NVDA Update

Video Description

CNBC & Bloomberg On NVIDIA Stock, NVIDIA Earnings - NVDA Update Hosts of CNBC and Bloomberg each discuss NVIDIA, NVIDIA stock (NVDA stock), NVIDIA earnings, and this past week's stock market sell-off. A lot happened this past week. NVIDIA reported fantastic earnings on Wednesday. Then, a confluence of multiple macro events / macro commentary led to fears that the Fed might not cut interest rates in December, sparking a stock market sell-off. The recent sell-off appears to be unrelated to NVIDIA or NVIDIA earnings - it is related to macroeconomics and Fed policy. As for NVIDIA's earnings: this was a very strong earnings report with even better guidance. We learned a lot from the NVIDIA earnings call. Rubin is still on track to launch in 2026. NVIDIA told us that A100 GPUs that NVIDIA shipped 6 years ago are still running at full utilization today, putting fears about GPU depreciation to rest. NVIDIA's improvements of hardware through software, and very strong AI demand amidst compute constraints, has extended the useful life of GPUs beyond what many of the hyperscalers originally anticipated. Jensen also told us that every single investment NVIDIA has made is a strategic investment to expand the CUDA ecosystem. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. NVIDIA has many large growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, AI robotics, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping very quickly right now, Rubin is on track to launch in 2026, we're also expecting Rubin CPX at the end of 2026, then we're expecting Rubin Ultra in 2027, and later on Feynman in 2028. We have a clear datacenter product roadmap extending into 2028, and Jensen Huang believes there will be $3T-$4T of global AI factory buildout between now and 2030. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update. Timestamps 0:00 Bloomberg 2:41 Stuart Kaiser 4:44 Gil Luria 10:01 CNBC & Jay Woods 12:11 CNBC 13:34 FinVid Welcome to FinVid! FinVid posts videos to keep you updated on all things stocks, trading, investing, markets, and finance. Thank you for watching FinVid! LEGAL DISCLAIMER: This video is for entertainment purposes ONLY. This does not constitute as financial advice. DO NOT make buying or selling decisions based on FinVid's videos. If you need advice, please contact a qualified CPA, attorney, insurance agent, contractor/electrician/engineer/etc., financial advisor, or the appropriate professional for the subject you would like help with. ATTENTION: Please note that we will NEVER accept payment to talk about any particular stocks on this channel. Related Topics: NVDA, NVIDIA, nvda, nvidia, Jensen Huang, NVDA stock, NVDA earnings, NVIDIA stock, NVIDIA earnings, NVDA update, NVIDIA update, NVDA today, NVIDIA today, NVDA news, NVIDIA news, NVDA chips, NVDA ai, NVDA analysis, NVDA stock analysis, NVDA stock update, NVDA stock update today, NVIDIA update today, NVIDIA stock update today, NVDA earnings update, NVIDIA earnings update, Jensen Huang NVDA, Jensen Huang NVIDIA, Charles Payne NVDA, Charles Payne NVIDIA, Cramer NVDA, Cramer NVIDIA, stocks, stock market, investing, investing in stocks, trading stocks, earnings, stock, tech, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, microsoft stock, msft, msft stock, nvidia stock, nvda stock, DeepSeek, deepseek, OpenAI, openai, FinVid, finvid #NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks