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CNBC Daily Open: clock ticks on Trump’s Hormuz ultimatum
An LPG gas tanker at anchor as traffic is down in the Strait of Hormuz, amid the U.S.-Israeli conflict with Iran, in Shinas, Oman, March 11, 2026. Benoit Tessier | Reuters Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. I don’t know about you, but […]
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CNBC Daily Open: Trump issues Strait of Hormuz ultimatum
U.S. President Donald Trump speaks to the media, flanked by U.S. Secretary of State Marco Rubio, as he departs the White House for Florida, in Washington, D.C., U.S., March 20, 2026. Nathan Howard | Reuters Hello, this is Dylan Butts writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. The Middle […]
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OpenClaw’s ChatGPT moment sparks concern that AI models are becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in Beijing on March 11, 2026. Adek Berry | Afp | Getty Images Three months ago, the tech industry was unaware of a lobster-themed AI coding project built by an under-the-radar Austrian software developer. OpenClaw, as that creation […]
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Super Micro co-founder indicted on Nvidia smuggling charges leaves board
Jaque Silva | Nurphoto | Getty Images Super Micro Computer said Yih-Shyan “Wally” Liaw, a co-founder, has resigned from the server maker’s board after he was indicted in the U.S. on allegations of smuggling equipment containing Nvidia artificial intelligence chips into China. A federal court unsealed the indictment on Thursday. While the company wasn’t specified, […]
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Memory crisis latest: What we learned from the world’s top producers this week
The world’s top memory chip makers made plenty of headlines this week, capped by Micron delivering one of the strongest earnings reports of this artificial intelligence cycle. Micron posted revenue and earnings miles ahead of already high expectations, and guidance pointing to roughly 80% gross margins next quarter. And yet the stock sank. The market […]
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Stocks making the biggest moves midday: SolarEdge Technologies, Super Micro Computer, FedEx & more
Check out the companies making the biggest moves midday: SolarEdge Technologies — The solar stock popped 14% following an upgrade to hold from underperform at Jefferies. “We are tactically upgrading SEDG to HOLD, as the escalating ME conflict is triggering a replay of the European energy security dynamics that ‘turbocharged’ SEDG’s business during the Russia-Ukraine […]
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Super Micro shares plunge on shocking smuggling case. One stock stands to benefit
Super Micro Computer is tumbling amid a smuggling investigation into a member of its board of directors that could benefit one major AI server competitor, according to Wall Street Shares of Super Micro are heading for their worst one-day drop since 2024 on reports that its cofounder, a manager and a contractor were charged with […]
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The Tech Download: Agentic tools and chips take center stage at Nvidia’s ‘Super Bowl of AI’
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia’s yearly showcase event — dubbed the ‘Super Bowl of AI’ by some — kicked off at the start of the week to much fanfare across the tech sector. The event sees tens of thousands of attendees gather […]
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Stocks making the biggest moves premarket: York Space Systems, Super Micro Computer, Planet Labs, FedEx & more
Check out the companies making headlines before the bell. York Space Systems — The space and defense stock gained 11% after posting full-year revenue that topped analyst expectations. The company’s top line totaled $386.2 million, while analysts polled by FactSet expected revenue of $383.5 million. York Space Systems also issued strong revenue guidance for 2026. […]
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CNBC Daily Open: Netanyahu’s ‘ground component’ warning
Israeli Prime Minister Benjamin Netanyahu speaks during a press conference, amid the U.S.-Israel conflict with Iran, in Jerusalem, March 19, 2026. Ronen Zvulun | Reuters Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. Conflicting messages for the markets to contend with this morning. The threat […]
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