Скачать или смотреть CNBC & Fox Today On NVIDIA Stock Ahead of Hyperscaler Earnings - NVDA Update

CNBC & Fox Today On NVIDIA Stock Ahead of Hyperscaler Earnings - NVDA Update

Hosts of CNBC and Fox Business each discuss NVIDIA and NVIDIA stock (NVDA stock) ahead of hyperscaler earnings next week. Yesterday, Intel reported strong earnings and spoke about strong demand for CPUs in datacenters, saying that demand is outpacing supply. That bodes well for NVIDIA. Additionally, NVIDIA announced a $5 billion investment in Intel last month. Looking ahead, there is a lot happening next week. We have NVIDIA GTC in Washington DC with a keynote from Jensen Huang scheduled for October 28 at 12:00 pm EDT. Then on October 29, we have a fireside chat between Jensen Huang and Google Cloud's CEO scheduled for 9:00 am EDT. That same day we also have FOMC. Then that same day after market close, we get earnings from Alphabet, Meta, and Microsoft. The next day on October 30, we also get earnings from Amazon. What these four companies say about CapEx guidance and their AI strategies will have an important impact on how NVIDIA stock trades in the short-term. 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 Cramer & Carl
1:57 Mark Malek
2:30 Fox Business
3:54 Ed Yardeni
5:06 Lo Toney
10:02 Mark Mobius
11:26 Cramer
12:06 FinVid

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