CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update [PMdJ3Oq9A5p]
CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, SK Hynix stock (SKHY stock), TSMC earnings, and more. TSMC reported strong results and provided bullish commentary regarding demand over the next few years. Micron announced seven of the companies they've signed SCAs with. The retail portion of China's CXMT IPO is reportedly over 200x oversubscribed. US lawmakers sent a letter to the Commerce Secretary, urging him not to authorize American purchases of Chinese memory chips. NVIDIA made many announcements regarding NVIDIA's work in Japan. NVIDIA and Noetra Corp. are working together to launch the world's first national AI infrastructure in Japan, which includes the new NVIDIA Vera Rubin AI factory consisting of 13,750 Vera CPUs, and 27,500 Rubin GPUs. NVIDIA also shared multiple other announcements regarding their work in Japan. AI hardware stocks seem to be under pressure following the release of the new Kimi K3 model by China's Moonshot AI. There appear to be some similarities between the market's initial reaction to Kimi K3 and the market's reaction to DeepSeek in early 2025. It's important to remember that lower token cost leads to greater consumption. Greater consumption leads to greater inference demand. Greater inference demand leads to greater compute demand. Looking ahead, we have hyperscale earnings starting this month. Alphabet earnings are scheduled for July 22, 2026. Meta and Microsoft earnings are both scheduled for July 29, 2026. We're still waiting on Amazon to announce their earnings date. Overall, I expect each of the major four hyperscale companies to report strong CapEx guidance this earnings season due to multiple reasons. 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 & Carl 6:20 Ben Reitzes 8:20 CNBC Halftime Report 15:35 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