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

CNBC, Fox, Bloomberg Today On NVIDIA Stock, Micron Stock, SK Hynix - NVDA Update Hosts of CNBC, Fox Business, and Bloomberg discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), and SK Hynix. NVIDIA traded higher on Friday after Morgan Stanley spoke with NVIDIA executives on a variety of topic. NVIDIA spoke about their confidence in accelerating and diversifying growth, and they indicated that they're focused right now on accelerating growth. Morgan Stanley also revealed NVIDIA's computing share in Anthropic has quickly gone from zero to now close to 50% in a relatively short timeframe. Also on Friday, the Commerce Department announced they are easing export controls on the UAE for advanced computing products, including NVIDIA GPUs and servers. On Friday, SK Hynix began trading on the Nasdaq under the temporary ticker SKHYV. On Monday, the ticker symbol should change to SKHY. SK Hynix is the largest producer of HBM globally, and is NVIDIA's main supplier. On Friday, SK Hynix CEO said that 2027 will be the worst year for the memory industry from a supply perspective (that's good for the memory makers' pricing power). He also indicated that SK Hynix expects demand to continue to outstrip supply beyond 2030. 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 Tony Wang 3:55 CNBC Squawk On The Street 5:01 Daniel Newman 6:25 Ben Reitzes 11:30 Bloomberg 17:53 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