CNBC & Fox Today On Micron, NVIDIA Stock - NVDA Update [eTUNiFThQmE]
CNBC & Fox Today On Micron, NVIDIA Stock - NVDA Update Hosts of CNBC and Fox Business discuss Micron, Micron stock (MU stock), NVIDIA, and NVIDIA stock (NVDA stock) ahead of Micron earnings on June 24, 2026. Today, NVIDIA announced that 35 NVIDIA AI supercomputers are under development in 23 European countries to serve over 3 million researchers. NVIDIA also revealed that over 90% of Europe's AI factory buildout is being powered by NVIDIA infrastructure. Also today, NVIDIA announced Halos for Robotics, the industry's first full-stack safety system for physical AI. NVIDIA also published a blogpost positioning Vera Rubin as a scientific supercomputing platform, and shared how NVIDIA Vera CPUs are being adopted by Los Alamos National Laboratory. Also today, Micron and Anthropic announced a strategic agreement that spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Anthropic's Claude at Micron, and a strategic investment by Micron in Anthropic's Series H funding round. Looking ahead, we have NVIDIA's Annual Meeting of Stockholders on June 24, 2026 starting at 12:00 PM EDT, 9:00 AM PDT. We also have Micron earnings on June 24, 2026. We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and the adoption of agentic systems at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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 Ray Wang 3:05 Charles Payne & Nancy Tengler 7:15 Charles Payne & Barbara Doran 8:59 Charles Payne & Kevin Mahn 10:19 CNBC Closing Bell 11:29 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 #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks