CNBC On NVIDIA Stock, Micron Stock, Jensen Huang - NVDA Update

Описание: CNBC On NVIDIA Stock, Micron Stock, Jensen Huang - NVDA Update

Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), and the controversy surrounding Jensen Huang. Over the weekend, NVIDIA CEO Jensen Huang admitted in an email sent to NVIDIA employees that he had an affair, and that he would work to earn back trust. NVIDIA's Board announced it has initiated an independent investigation and Jensen is cooperating fully with the review. Complicating matters further, the woman involved in this situation has been accused of being a spy. Many questions remain as we await the results of the Board's investigation and their subsequent actions. At this point, it is unclear if Jensen will remain CEO, or if he will be asked to step down. As unfortunate as this situation is, I think it is unlikely to have a meaningfully negative impact on the growth of NVIDIA's business over the next couple years. Additionally, there is a lot of top-tier talent at NVIDIA that could step up if needed. In other news, TSMC pushed back on a recent report that it was planning to manufacture 3D DRAM (that likely helped memory stocks trade higher Monday). In other news, NVIDIA, Rebellions, and SK Telecom announced a new collaboration to advance sovereign AI infrastructure. Rebellions will adopt NVIDIA's NVLink Fusion, and SK Telecom will deploy the systems in its AI datacenter. Looking ahead, NVIDIA earnings are scheduled for November 17, 2026. I continue to be bullish on NVIDIA long term. NVIDIA has multiple large long-term growth opportunities in front of it. Sovereign AI, enterprise AI, AI-native startups, physical AI, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra has ramped quickly and remains in high demand. Vera Rubin is rolling out to customers. NVIDIA Groq 3 LPX is in full production. 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 annually by the end of the decade. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.

Timestamps
0:00 CNBC
1:51 Stacy Rasgon
6:43 Dan Ives & Drew Pettit
15:31 Tom Lee
18:34 Ben Reitzes
25:35 Cramer
32:00 FinVid

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