The News Today On Micron Stock, NVIDIA Stock - NVDA Update

The News Today On Micron Stock, NVIDIA Stock - NVDA Update Hosts of CNBC, Fox Business, and Schwab Network discuss Micron, Micron stock (MU stock), NVIDIA, and NVIDIA stock (NVDA stock). Many tech stocks and AI stock initially traded lower Monday morning before many of those same stocks recovered from their intraday lows before market close. For now, market participants are extra sensitive to any news that suggests additional memory supply coming online, as that additional supply is viewed as a challenge to memory makers' pricing power. There were a few relevant news stories over the weekend. First, the FT published a report claiming that Apple is trying to get the administration to allow it to purchase memory from China's CXMT. Also, CXMT is preparing to IPO in China, and expected to use some of the funds to bring online additional capacity. CXMT does not produce enough DRAM to satisfy domestic demand in China, much less the rest of the world. Also over the weekend, it was reported that TSMC is teaming up with Winbond. It appears that TSMC may want more of a local, more-controllable memory wafer source. I would not view this news as problematic for the memory makers' pricing power; the partnership is likely more relevant for custom ASICs and specialized accelerators. Also on Monday, it was reported that the South Korean government announced Samsung and SK Hynix will invest in new fabrication sites in South Korea. Again, market participants are extra sensitive to any news that suggests additional memory supply coming online. It's important to remember that it takes multiple years for a memory fabrication plant to be built and become fully operational. On Monday, NVIDIA announced that Anthropic's Claude is now generally available in Microsoft Foundry. Also on Monday, NVIDIA and Palantir announced a strategic initiative involving the use of NVIDIA's open models in secure environments for US government agencies. And IREN announced they achieved NVIDIA Exemplar Cloud Status on NVIDIA HGX B300 for training workloads. IREN also announced they have been added to the Russell 1000 index. 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 Dan Ives 2:27 Faber & Santoli 4:30 Ted Thatcher 6:54 CNBC Halftime Report 10:00 Gil Luria 12:33 Charles Payne & Kiana Danial 14:33 Stephen Sopko 16:22 CNBC Fast Money 20:26 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