CNBC Today On NVIDIA Stock, Micron, Meta - NVDA Update
Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron (MU stock), Meta (META stock), Alphabet (GOOGL stock), and more. Today, The Information published an article claiming that Chinese authorities are limiting purchases of NVIDIA's H200 to special circumstances. I'm always hesitant to believe anything The Information reports regarding NVIDIA rumors. This article appears to echo previous reporting from other publications over the past month. I also continue to be very bullish on Iren (IREN stock) in 2026 as the company begins to deliver on its AI cloud forecasts. As for NVIDIA, we have NVIDIA earnings on February 25, 2026. I'm optimistic about NVIDIA's upcoming earnings. 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 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 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 Cramer, Faber & Carl
2:54 CNBC Halftime Report
4:14 Chris Caso
9:47 FinVid
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