CNBC Today On Micron Stock After Micron Earnings - NVDA Update

CNBC Today On Micron Stock After Micron Earnings - NVDA Update Hosts of CNBC discuss Micron and Micron stock (MU stock) after Micron earnings. This is also important for NVIDIA investors as Micron provided updates that are directly relevant to NVIDIA's datacenter product roadmap. Micron reported fantastic earnings and guidance. We knew the results would be very good. And yet, even with expectations being very high, Micron reported results that were far better than consensus estimates. We cover those results in this video. Micron's very strong earnings, guidance, and announcement of 16 multi-year strategic customer agreements, is very good news for NVIDIA, AI demand, and tech stocks as a whole. We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and the adoption of agentic systems at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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 Micron Earnings 1:46 Mehdi Hosseini 6:47 Guy Adami 7:58 CNBC Fast Money 12:26 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