CNBC & Charles Payne Today On NVIDIA Stock Ahead of NVIDIA Earnings Wednesday - NVDA Update Hosts of CNBC and Charles Payne each discuss NVIDIA, NVIDIA stock (NVDA stock), and NVIDIA earnings which are scheduled for Wednesday May 28. NVIDIA's next-quarter revenue guidance and margin guidance will be especially important on this earnings report given the recent restriction of NVIDIA H20 sales to China. The recently-announced Middle East AI deals can help offset what NVIDIA is missing out on in China, but those deals pertain to NVIDIA's Blackwell Ultra, which doesn't launch until Q3. Now the question is what will make up for the revenue gap in Q2 formed by a lack of China sales. (China represented 13% of NVIDIA revenue prior to the H20 restriction). Looking ahead, NVIDIA's future looks very promising given strong demand for AI, NVIDIA's strong competitive moat across both hardware and software, growing demand for sovereign AI, NVLink (which has massive implications for NVIDIA keeping clients in their ecosystem), and NVIDIA continues delivering performance increases that are so significant that their customers have no choice but to continue purchasing large quantities of NVIDIA's latest products. Additionally, Blackwell is ramping quickly and NVIDIA's Jensen Huang recently said at Computex that Grace Blackwell is in full production. And so regardless of market participants' reactions to this specific earnings report, the long-term thesis behind NVIDIA remains firmly intact. In this video we talk about NVIDIA, talk about NVIDIA stock, and give an NVDA update. Timestamps 0:00 CNBC 18:11 Charles Payne 21:43 CNBC 31:45 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 chips, NVDA ai, NVDA analysis, NVDA stock analysis, NVDA stock update, NVDA stock update today, NVIDIA update today, NVIDIA stock update today, NVDA earnings update, NVIDIA earnings update, Jensen Huang NVDA, Jensen Huang NVIDIA, Charles Payne, Cramer, Charles Payne NVDA, Charles Payne NVIDIA, Cramer NVDA, Cramer NVIDIA, stocks, stock market, investing, investing in stocks, trading stocks, earnings, stock, tech, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, microsoft stock, msft, msft stock, nvidia stock, nvda stock, DeepSeek, deepseek, OpenAI, openai, FinVid, finvid #NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks