CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix Stock, Amazon Earnings - NVDA Update [60cC19RB1Vn]
CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix Stock, Amazon Earnings - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, SK Hynix stock (SKHY stock), and Amazon earnings. Overnight, Samsung released earnings that were very strong. Samsung announced they've signed supply agreements with the five largest global datacenter firms, and they are nearing deals with five other companies. On Apple's earnings call, CEO Tim Cook spoke about rising memory prices, and Apple's expectation that memory prices will continue to increase. Also Thursday, Amazon provided strong earnings results and commentary regarding AWS growth, monetization of AI infrastructure, and CapEx guidance. AWS revenue growth accelerated, growing 37% YoY. Amazon also reported AWS operating margin of more than 39%. Amazon raised its 2026 CapEx guidance to $220B (up from $200B previously). We have now heard from all four of the major hyperscale companies this earnings season. Looking ahead, we have NVIDIA earnings on August 26, 2026. 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 0:00 Cramer, Faber & Carl 3:01 Richard Clode 6:58 Stephanie Link 8:39 Amazon Earnings 9:52 Mark Mahaney 16:47 CNBC Fast Money 23:12 Patrick Moorhead 28:56 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 analysis, NVDA stock analysis, Micron, Micron stock, MU stock, SK Hynix, SK Hynix stock, SKHY, SKHY stock, stocks, stock market, investing, investing in stocks, trading stocks, earnings, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, nvidia stock, nvda stock, Anthropic, anthropic, OpenAI, openai, FinVid, finvid #NVIDIA #Micron #SKHynix #NVDA #NVDAStock #NVIDIAStock #NVIDIAUpdate #NVDANews #NVIDIANews #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks