CNBC Today On NVIDIA Stock, OpenAI, Anthropic, Micron, SK Hynix - NVDA Update [0BYsb1Qbdql]
CNBC Today On NVIDIA Stock, OpenAI, Anthropic, Micron, SK Hynix - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), OpenAI, Anthropic, Micron, Micron stock (MU stock), and SK Hynix. Sunday afternoon, SemiAnalysis posted online saying that NVIDIA's Kyber NVL144 is delayed to 2028. Then on Monday, an NVIDIA spokesperson told Bloomberg "our roadmap is intact." Thursday night, Alexandr Wang cleared up that Meta is preparing to launch a Muse Spark update and rollout a new API; they are not dropping out of the AI race as some incorrectly assumed last week. On Saturday, Micron broke ground on the expansion of a facility in Japan. And on Monday, Micron announced that one of the 16 SCAs they announced during the Micron earnings call is with Ford. On Tuesday in South Korea (so Monday during after hours in the US), Samsung announced preliminary earnings guidance for Q2 2026. Consolidated sales missed expectations slightly, while operating profit was up more than 19x YoY. Overall, Samsung's results bode well for memory makers, regardless of how memory stocks trade in the immediate short-term. SK Hynix is expected to begin trading on the Nasdaq this Friday, July 10. SK Hynix is the largest producer of HBM globally, and they are NVIDIA's main supplier. 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 Brad Gerstner 2:43 Cramer, Faber, Carl 4:43 CNBC 6:37 CNBC Halftime Report 11:42 Dan Ives 15:59 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, 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 #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks