Cramer, Charles Payne Today On NVIDIA, NVIDIA Stock, Blackwell - NVDA Update

Cramer, Charles Payne Today On NVIDIA, NVIDIA Stock, Blackwell - NVDA Update

Jim Cramer, Charles Payne, hosts of CNBC, Stacy Rasgon, and more all discuss NVIDIA, NVIDIA stock (NVDA stock), and NVIDIA's new Blackwell platform. This is after NVIDIA CEO Jensen Huang appeared in an episode of the Bg2 Podcast here on YouTube. Jensen provided great clarity on many different topics regarding NVIDIA. Something that stood out to me was Jensen explaining NVIDIA's competitive moat. NVIDIA develops across the stack (both hardware and software). And so even if a competitor develops a chip with more flops than NVIDIA's, it doesn't really matter; because the GPU is just one component of the entire system. NVIDIA develops the entire system - GPU, CPU, networking, cooling, software, etc. Additionally, demand for NVIDIA's products remains extremely strong. In this video we talk about NVIDIA, talk about NVIDIA stock, and give an NVDA update.

Timestamps
0:00 Ben Reitzes & CNBC
5:38 Cramer
13:56 CNBC
15:41 Charles Payne & Gary Kaltbaum
17:00 CNBC
19:15 Stacy Rasgon & CNBC
24:08 FinVid

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[shatz]

Keep up the great work. Love how you bring all the clips together from different sources.