CNBC & Fox Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update Gruppo Arena [9RlQbLxCG6h]

CNBC & Fox Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update

Hosts of CNBC and Fox Business discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, and SK Hynix stock (SKHY stock). Today, NVIDIA announced that Vera Rubin is ramping up globally with racks already running at emegha multiple partners. We also got multiple positive pieces of memory news today. South Korea export data indicated that memory prices moved higher in the first 20 days of July. Reports indicate that Samsung and SK Hynix are prioritizing incremental/flexible capacity toward server DDR5 as margins have been pushed higher closer to HBM levels due to the memory shortage. GM's CEO spoke about the importance of memory and their partnership with Micron and Samsung on GM's earnings call. And Nikkei reported that TSMC is preparing to raise prices in 2027 by 5%-10% depending on customer and product. That is another indication of strong demand in the face of limited supply. NVIDIA should have plenty of pricing power to maintain their gross margins, even with the price increase. 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 Daniel Newman

3:55 Cramer & Carl

6:40 CNBC Halftime Report

19:13 Charles Payne

22:00 FinVid

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