The News Today On NVIDIA Stock, Anthropic, OpenAI - NVDA Update
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The News Today On NVIDIA Stock, Anthropic, OpenAI - NVDA Update
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Hosts of CNBC, Bloomberg, and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), Anthropic, and OpenAI. Today, NVIDIA announced that NVIDIA XR AI has entered public beta. NVIDIA XR AI is a developer library that gives developers a framework for building multimodal AI agents for AR glasses and XR devices. Having AI-powered AR glasses and XR devices with agents assisting human workers in dynamic work environments is a very interesting concept. We also got some more details on the Anthropic situation today. Looking ahead, we have NVIDIA's Annual Meeting of Stockholders on June 24, 2026 starting at 12:00 PM EDT, 9:00 AM PDT. We also have Micron earnings on June 24, 2026. 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 the adoption of agentic systems 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 has ramped quickly and remains in high demand. Vera 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 annually by the end of the decade. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.
Timestamps
Let’s not go back and REPEAT what NVDA was and gained years ago !! Now you have more competitors. I’m sure you know what that means… Yes , as a long term investment you will profit. Short Term not a chance. Now if you invest in
SPCX OR TSLA there’s the short term gain and huge long term investment. I’ll give SPCX two months it will be over 300.00 end of the year 400-500 easily.
0:00 Cramer, Faber & Carl
5:49 Dominic Rizzo
Ya'll are so naive.
Big investment banks/Hedge funds keep Nvidia within a $10-$20 range so they can 1) make easy money and 2) force impatient traders to sell so the stock price drops.
Why easy would this keep happening over and over again, despite ever stock associated with Nvidia going through the roof?
8:02 Ivan Feinseth
10:47 HPE CEO
Yes they said the same thing about apple years ago and it still went higher. Nvda is way more than GPU sales do some more research.
12:31 FinVid
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Kramer needs to stop talking about Space..Bezos Rocket blew up. I wouldn't talk to him.
More User Perspectives
Thank you sir your daily videos and your well-crafted and in-depth closing remarks; particularly, on NVIDIA's daily market actions and its future prospects! ❤🙏🏻🫡
@stirlingnguyen9284The answer for powering these mega AI data centers is Geothermal power generation. There are thousands of geothermal hot spots in the US and AI data centers can be anywhere. They don't need to be in cities. It's the only solution that works and is comparable to nuclear power plants. They both just boil water into steam.
@leapswithoutlooking🚨 QUESTION FOR YOU 🚨
Artificial Intelligence Platform adoption is accelerating faster than most investors realize.
Do you think the biggest winner by 2030 will be:
🔥 Palantir
🔥 Microsoft
🔥 Nvidia
🔥 Amazon
🔥 A company nobody is talking about yet
Drop your answer below 👇 and explain WHY.
The most convincing investment thesis gets a ❤ from me.
⚠ Remember: The biggest money is usually made BEFORE the crowd fully understands what's happening.
Nvda is no longer exciting. It’s much harder to grow compared to companies with smaller caps. Nvda will be stagnant for another 6-12 months before going up for another 10 percent. This is a hopeless stock
@huixuan2605Nvda will stay between $190 to $250 the rest of 2026. AMD will hit $1,000 in 2026.
@solidworksdesigner25This reminds me so much of Apple 2007-2010 …. They were killing it with the new iPhones and massive profits BUT NO ONE CARED. Same with nvda now. Only way up is with MASSIVE stock buybacks.
@mattcody7130Stay away from anything crypto-related in the comments! And stay away from anyone recommending a specific advisor.
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