The News Today On NVIDIA Stock, Micron, Jensen Huang - NVDA Update

The News Today On NVIDIA Stock, Micron, Jensen Huang - NVDA Update

Hosts of CNBC, Yahoo Finance, and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), Micron (MU stock), and Jensen Huang following his visit to South Korea. NVIDIA announced many partnerships with many companies in South Korea, including partnerships with: Samsung, SK hynix, SK Telecom, Hyundai, LG, Naver, and Doosan Group. South Korea will be an important market for physical AI. On Monday, Apple announced new Apple Foundation Models built in collaboration with Google Gemini models, and the new Siri AI. Apple Foundation Models run on NVIDIA hardware through Google Cloud. Apple has entered the AI race and they are using NVIDIA GPUs through GCP. Google is a major customer of NVIDIA, and likely will be for a long time. Demand continues to exceed supply. Looking ahead, we have NVIDIA's Annual Meeting of Stockholders on June 24, 2026 starting at 12:00 PM EDT, 9:00 AM PDT. We also have Micron earnings on June 24, 2026. We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and the adoption of agentic systems at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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
0:20 Schwab Network
2:50 Cramer, Faber & Carl
6:52 Synopsys CEO
11:30 Dan Ives
13:12 Bryn Talkington
15:10 Vivek Arya
20:22 Ross Gerber
21:56 Cramer
25:24 FinVid

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