Fox Business
22 Oct 2026, 00:45 UTC · 3h ago
This is a 'COMPLETE TRANSFORMATION' of the world supply chain, Jensen Huang says
Impact · against what's priced in
The article is not a catalyst for NVDA. While the CEO discusses a 'complete transformation' of the supply chain and accelerated technology deployment, these bullish themes are already reflected in the company's high FCF margins and the near-term growth guides the market has already accepted.
- NVDA+0.00
Already priced in
- The price assumes
The $96.22 billion in Q2 FY27 revenue and the near-term 70% fiscal 2028 growth guide
Jensen Huang's claims regarding the acceleration of technology deployment support the aggressive growth trajectory the market has already factored into the current share price.
What NVDA's price assumes · Sep 1
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