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

CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), and SK Hynix (SKHY stock) ahead of its Nasdaq debut this Friday. The AI race is heating up again with multiple new model announcements. SpaceXAI announced Grok 4.5, which was trained on tens of thousands of NVIDIA GB300 GPUs. OpenAI announced that their family of GPT-5.6 models are now generally available after their limited preview. And Meta announced Muse Spark 1.1, the latest model from Meta Superintelligence Labs, as well as their new Model API. Meta is not dropping out of the AI race, as some incorrectly assumed last week. The world is still compute-constrained. On Thursday, Micron announced they are raising their US investments up to $250 billion through 2035 (up from the previously announced $200 billion). While many market participants are sensitive to news about additional memory supply coming online, Micron structured this announcement in a way that did not raise market participants' fears about new supply given how long the time horizon is for the investment. SK Hynix is expected to begin trading on the Nasdaq this Friday, July 10. Reports indicate that the listing is more than 7x oversubscribed. SK Hynix is the largest producer of HBM globally, and is NVIDIA's main supplier. 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 Tom Lee 0:55 Cramer, Faber & Carl 2:09 Stacy Rasgon 8:36 CNBC 10:33 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