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

CNBC, Fox, Yahoo Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update Hosts of CNBC, Fox Business, and Yahoo Finance discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, and SK Hynix stock (SKHY stock) following mega-cap earnings. Thursday was a red day throughout much of the market as tensions rise in the Middle East. It was a green day for Micron following positive comments (both implicit and explicit) regarding memory demand and memory pricing on both the Alphabet and Tesla earnings calls. On Thursday Amkor announced a multi-year strategic partnership with NVIDIA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. NVIDIA is providing a prepayment to support the expansion of Amkor's US advanced packaging capacity. Also on Thursday, Intel earnings and earnings call commentary were both positive for the AI ecosystem. Intel still sees AI demand exceeding supply. Intel also spoke about high memory prices, and indicated that they do expect some demand destruction in the second half of 2026 due to higher memory prices. That is bittersweet for the memory makers. On the one hand, you do not want to see demand destruction. And on the other hand, it's another indication of demand exceeding supply, and the resulting strong pricing power among memory makers. Also on Thursday, AMD announced that their Helios rack-scale system is in full production with both shipments and deployments on track to begin this year. There is enough room in the market for multiple chipmakers to succeed as demand far exceeds available supply; this is not zero-sum. Looking ahead, we have more hyperscale earnings later this month. Meta and Microsoft earnings are both scheduled for July 29, 2026. And Amazon earnings are scheduled for July 30, 2026. 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 CNBC 1:22 Cramer & Carl 3:01 Ben Reitzes 3:54 Adam Johnson 4:58 Jim Lebenthal 6:00 Charles Payne & Tae Kim 8:54 Charles Payne & Shay Boloor 10:03 Gil Luria 12:28 Gene Munster 15:48 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