The News Today On NVIDIA Stock, Micron Stock, SK Hynix Stock - NVDA Update
Hosts of CNBC, Fox Business, and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), SK Hynix, and SK Hynix stock (SKHY stock). Recently, there have been multiple rumors about memory capacity in NVIDIA's upcoming products. On Friday, Wccftech received a statement from NVIDIA on the topic. Also on Friday, SemiAnalysis published a piece about SpaceX, saying they think reaching 10 GW of capacity and $300B ARR by year-end 2027 is realistic. SemiAnalysis also thinks Microsoft Azure can accelerate from 42% revenue growth currently, to more than 100% next year. SemiAnalysis also pointed out that serving inference tokens is extremely profitable for frontier model companies like OpenAI and Anthropic. On a GB300 cluster, they can generate $100B/GW/year, according to SemiAnalysis. On Friday, SK Hynix announced a new investment worth approximately $39B in two new fabs. The Y2 fab for HBM and advanced DRAM, and the M17 fab for NAND. The first cleanroom of the Y2 fab is expected to open in June 2029. And the first cleanroom of the M17 fab is expected to open in December 2028. We also learned on Friday that SK Hynix is to announce additional shareholder return measures during Q3. We also learned on Friday that Deutsche Bank spoke with Micron leadership Thursday. Micron told them that historically memory represented ~10% of system value. Today with AI systems, memory represents nearly 50%. Deutsche concluded that memory is undergoing a structural change away from the typical boom-bust cycle of the past. Looking ahead, we have NVIDIA earnings on August 26, 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 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 Adam Parker
3:07 CNBC Halftime Report
8:10 Kiana Danial
11:05 John Belton
17:18 Tim Seymour
14:44 FinVid
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