CNBC & Bloomberg On NVIDIA Stock, Micron Stock, Big Tech Earnings - NVDA Update
CNBC & Bloomberg On NVIDIA Stock, Micron Stock, Big Tech Earnings - NVDA Update Hosts of CNBC and Bloomberg discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, and SK Hynix stock (SKHY stock) ahead of big tech earnings. On Friday, Jensen Huang visited Kazakhstan, met with the country's president, and participated in a fireside chat with the country's AI minister. NVIDIA also announced an investment in Kazakhstan-founded Higgsfield AI, along with other exciting developments in the country's AI ecosystem. CNBC is reporting that TikTok's US unit is seeking 4 GW of compute capacity by the early 2030s. It's also being reported that OpenAI is close to closing an up to $30B funding round. SK Hynix announced that its subsidiary Solidigm is no longer reviewing a potential US IPO. SK Hynix is scheduled to report earnings on October 28, 2026. We also got an update to the Micron Taiwan labor union situation. Looking ahead, Alphabet earnings, Microsoft earnings, and SK Hynix earnings are all scheduled for October 28, 2026. Amazon earnings are scheduled for October 29, 2026. 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 rolling out to customers. NVIDIA Groq 3 LPX is in full production. 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 Dan Ives 5:05 Warren Pies 7:20 John Belton 12:22 Tim Seymour 13:34 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
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