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

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). Wednesday was a rough day for memory stocks likely due to multiple factors. First, ASML reported strong results and said it expects to expand manufacturing capacity by approximately 30% in 2027, and possibly by another 30% in 2028. ASML provides equipment to TSMC and memory makers. Additional capacity means memory makers have greater confidence of sustained demand, but it also spooked market participants who are nervous about additional supply coming online that could challenge memory makers' pricing power. Also Reuters published a story claiming that CoreWeave is considering using derivatives to hedge in case memory prices were to move lower. On Wednesday, NVIDIA CEO Jensen Huang visited Japan in celebration of NVIDIA and SEGA's 30 year anniversary of collaboration. NVIDIA and SEGA announced they are bringing multiple SEGA titles to NVIDIA RTX Spark. The Information published a story claiming that Apple is on the hunt to acquire AI chip companies to enhance its own chip efforts. That report also claims that Apple ran into difficulties when trying to use their own M2 Ultra-based AI servers for Siri AI, and so they decided to run complex tasks on NVIDIA GPUs inside Google Cloud instead. Apple has now opened Siri AI to the public with the launch of the iOS 27 public beta. Apple Foundation Models run complex inference tasks on NVIDIA GPUs. 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 Larry Fink 3:10 CNBC Halftime Report 6:06 Gene Munster 9:42 Charles Payne & Jack Ablin 10:59 Brook Dane 12:07 Charles Payne & Jessica Inskip 13:24 Dan Ives 15:04 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