All The News Today On NVIDIA Stock, Rising AI Demand - NVDA Update

Video Description

All The News Today On NVIDIA Stock, Rising AI Demand - NVDA Update Hosts of CNBC, Fox Business, and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), and rising AI demand. Today, a story was published that claimed NVIDIA was in negotiations to purchase a large PC oriented company. This story sent shares of Dell stock and HP stock notably higher. Then in after hours, in a statement to CNBC, NVIDIA said that the media report is false and that NVIDIA is not engaged in discussions to acquire any PC maker. Looking ahead, we have hyperscaler earnings later this month. Alphabet, Meta, and Microsoft are all scheduled to report earnings on April 29, 2026. Amazon is yet to announce their earnings date. What these companies say about CapEx guidance and their AI strategies will have an important impact on NVIDIA stock moving forward. I expect all four of the major hyperscale companies to provide strong CapEx guidance this earnings season. We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and agentic systems being adopted at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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 is ramping quickly, Rubin is on track to launch in 2026, we're expecting NVIDIA Groq 3 LPX in the second half 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 through 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, Faber & Carl 1:47 Ray Wang 4:42 Rachel Dashiell 6:40 Charles Payne & Gary Kaltbaum 7:36 Charles Payne & Sylvia Jablonski 8:35 Ankur Crawford 10:01 Cody Acree 10:59 Gene Munster 16:15 CNBC Fast Money 17:59 Cramer 19:05 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 analysis, NVDA stock analysis, stocks, stock market, investing, investing in stocks, trading stocks, earnings, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, nvidia stock, nvda stock, OpenAI, openai, FinVid, finvid #NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks