CNBC & Fox Today On NVIDIA Stock, Hyperscalers & Software Sell-Off - NVDA Update скачать в хорошем качестве

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

CNBC & Fox Today On NVIDIA Stock, Hyperscalers & Software Sell-Off - NVDA Update Hosts of CNBC and Fox Business each discuss NVIDIA, NVIDIA stock (NVDA stock), hyperscalers, and the recent sell-off in software stocks. Today was an interesting day in the stock market. We saw continued selling in many of the software stocks, while we saw positive price action in the stocks of many companies that sell physical products. There appears to be a rotation happening as market participants are concerned about AI disruption, especially in sectors like software. Yesterday, we got TSMC's January revenue report, showing revenue growth of 19.8% MoM and 36.8% YoY. TSMC manufactures NVIDIA's chips, and TSMC's revenue report bodes well 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 Daniel Newman 2:53 Gunjan Banerji 4:24 Tom Lee 7:12 CNBC 10:44 Isaac Kim 15:31 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