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

CNBC Today On NVIDIA Stock, Micron Stock, SK Hynix, Alphabet Earnings - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, SK Hynix stock (SKHY stock), and Alphabet earnings (GOOGL stock). Alphabet reported strong cloud revenue growth of 82% YoY, cloud operating margin of 35.6% (up from 20.7% one year ago), and raised their 2026 CapEx guidance to the range of $195-$205 billion (up from $180-$190 billion previously). Google Cloud remains supply-constrained as demand far outpaces supply. Alphabet expects CapEx to "increase significantly" in 2027. Alphabet's earnings call was overall positive for AI hardware companies like NVIDIA, Micron, SK Hynix, and so on. Alphabet also spoke about selling TPUs to third-party customers' datacenters. There is plenty of room in this market for multiple chipmakers to succeed, and the world is still compute-constrained; this is not zero-sum. Alphabet also reported that GCP backlog grew more than $50 billion sequentially and is now $514 billion. Demand outpaces available supply. Also on Wednesday, we learned of an interview of Jensen Huang by Axios in which Jensen confirmed that Kimi K3 will increase compute demand, not decrease it (something we've been saying on this channel since last week). 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 Cramer & Carl 2:14 CNBC Halftime Report 4:14 Andrew Slimmon 6:44 Alphabet Earnings, Gil Luria, Brent Thill 11:15 CNBC Fast Money 12:24 Gene Munster 17:32 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