All The News Today On NVIDIA Stock After Big Tech Earnings - NVDA Update [78UJGqVArMk]
All The News Today On NVIDIA Stock After Big Tech Earnings - NVDA Update Hosts of CNBC, Fox Business, Bloomberg, and Yahoo Finance discuss NVIDIA, NVIDIA stock (NVDA stock), and rising competition from custom ASICs after big tech earnings. Today was a decently red day for NVIDIA stock one day after NVIDIA's four largest customers all indicated they are supply-constrained and cannot get enough compute to satisfy demand from their customers. The only reason I can think of, as to why NVIDIA would be lower today, is that Alphabet earnings announced they will begin delivering TPU hardware to third party customers for use in those customers' own datacenters. This spooked the market regarding rising competition for NVIDIA. This is not zero-sum. There is plenty of room for multiple chipmakers to succeed as there is such great demand. The world continues to be compute-constrained in the face of very strong AI demand. Looking ahead, we have NVIDIA earnings on May 20, 2026. Then on June 1, we have a GTC keynote from NVIDIA CEO Jensen Huang in Taipei starting at 11 AM Taipei Time (that's May 31, 2026 starting at 11 PM EDT, 8 PM PDT). 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 2:40 Victoria Fernandez 3:57 Gil Luria 5:53 Bloomberg Tech & Ayako Yoshioka 7:01 CNBC Halftime Report 9:13 Jeffrey Small 10:09 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