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

Описание: CNBC & Fox Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update

Hosts of CNBC and Fox Business discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, and SK Hynix stock (SKHY stock). On Tuesday, a US Commerce official told Congress that NVIDIA has begun shipping H200 to China but the numbers are "very few." The FT published a report saying that NVIDIA has more than halved its Asia customer list as it faces pressure from Washington over export controls. China memory maker CXMT is preparing to IPO in China. It's important to remember that CXMT is not able to fully satisfy domestic demand in China, much less the entire globe, because memory demand is so strong; there's not enough supply to meet demand. Also on Tuesday, IBM's CEO published a letter to shareholders as IBM posted preliminary earnings results that missed expectations. IBM's CEO said that, in late June, large customers unexpectedly shifted their budgets away from software toward hardware such as servers, storage, and memory due to shortages and feared price increases. That is very bullish for NVIDIA, Micron, SK Hynix, and other AI tech hardware stocks. Looking ahead, we have hyperscale earnings starting this month. Alphabet earnings are scheduled for July 22, 2026. Meta and Microsoft earnings are both scheduled for July 29, 2026. We're still waiting on Amazon to announce their earnings date. 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 Chamath Palihapitiya
0:47 Cramer, Faber & Carl
1:41 Joe Terranova
1:49 Charles Payne & Anastasia Amoroso
3:21 Charles Payne & Ann Berry
5:13 Adam Parker
5:52 Ankur Crawford
9:47 CNBC Fast Money
13:14 Cramer
14:21 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