CNBC & Fox Today On NVIDIA Stock, Micron Stock, Anthropic, Memory Stocks - NVDA Update

CNBC & Fox Today On NVIDIA Stock, Micron Stock, Anthropic, Memory Stocks - NVDA Update Hosts of CNBC and Fox Business discuss NVIDIA, NVIDIA stock (NVDA stock), Micron, Micron stock (MU stock), Anthropic, and memory stocks. Overnight heading into Tuesday, we learned that Anthropic has signed a $35B compute deal with NVIDIA-backed Lambda. NVIDIA holds the lease on the datacenter, and the datacenter is being developed by Hut 8. Anthropic will use ~350 MW at the facility to run NVIDIA infrastructure for Claude. This is the same datacenter site the FT published a story about involving both NVIDIA and Hut 8 in late July. On NVIDIA's recent earnings call, NVIDIA's CFO said NVIDIA would provide selective credit enhancement for nearly 2 GW of compute for "another frontier AI lab" besides OpenAI (that's most likely Anthropic). So perhaps this news is part of that 2 GW. SoftBank's SB Energy has filed to IPO in the US, and NVIDIA has committed to invest $1.5B in a private placement at the IPO price. Also on Tuesday, Anthropic released Claude Fable 5.1 and Mythos 5.1, showing promising benchmark results. The AI race is alive and well. In other news, it's been reported that Micron's Taiwan unions are moving toward a possible strike. That will be important to watch as Taiwan is Micron's largest manufacturing base, producing both DRAM and HBM. Micron says this year's performance bonus will be the highest in company history. Also on Tuesday, Dell reported very strong earnings including AI-optimized servers revenue up 100% YoY, adjusted EPS up 203% YoY, and backlog growing faster than revenue; indicating that there is plenty of runway ahead. Dell said they were supply-constrained. Looking ahead, Jensen Huang is scheduled to speak at a conference hosted by Goldman Sachs on September 10, 2026. We have Micron earnings on September 30, 2026. And then Jensen is scheduled to deliver a GTC keynote at GTC Berlin on October 21, 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 Cramer, Faber & Carl 3:28 Varney & Co 4:02 Ben Reitzes 11:52 FTC Chair 12:53 Charles Payne & Kyle Reidhead 15:41 Drew Pettit 19:15 Tom Lee & Malcolm Ethridge 23:15 Liz Claman & Gary Kaltbaum 25:53 Cramer 30:28 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