CNBC & Fox Today On NVIDIA Stock, Hyperscalers, Software Stocks - NVDA Update

Описание: CNBC & Fox Today On NVIDIA Stock, Hyperscalers, Software Stocks - NVDA Update

Hosts of CNBC and Fox Business each discuss NVIDIA, NVIDIA stock (NVDA stock), hyperscalers after earnings, and software stocks amid a major software sell-off. Today, we got TSMC's monthly revenue report for January. TSMC reported notably higher revenue - revenue was up 19.8% MoM and 36.8% YoY. TSMC manufactures NVIDIA chips, and TSMC's January revenue report is very positive for NVIDIA. Looking ahead, we have NVIDIA earnings on February 25, 2026. Then we have NVIDIA GTC March 16-19, with a keynote from Jensen Huang scheduled for March 16. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. NVIDIA has many large long-term growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, physical AI, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping quickly, 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 we're expecting NVIDIA's 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 CNBC
2:18 Gene Munster
3:59 Charles Payne & Daniel Newman
9:32 Lo Toney
12:59 FinVid

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