iShares Semiconductor ETF
CNBC Daily Open: Markets bet on a U.S.-Iran deal amid Hormuz blockade
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. The dominant story is still the Strait of Hormuz, and it’s getting more complicated by the hour. Oil has dropped below $100 per barrel on signs that diplomatic efforts for resolving the Mideast conflict are ongoing, even […]
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Intel’s stock is on track for a historic 9-day winning streak, up 56% over that run
The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. Justin Sullivan | Getty Images Intel was on track for a ninth-straight day of gains on Monday, up about 56% over that stretch and on track for its best run over that many days […]
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CNBC Daily Open: Trump lashes out at Iran and the Pope
US President Donald Trump attends UFC 327: Jiri Prochazka vs Carlos Ulberg at Kaseya Center in Miami, on April 11, 2026. (Photo by Julia Demaree Nikhinson / POOL / AFP via Getty Images) Julia Demaree Nikhinson | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition […]
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CNBC Daily Open: Trump goes from opening the Strait of Hormuz to blockading it
Iranian Parliament Speaker, Mohammad Bagher Ghalibaf, gestures while speaking with media in a media conference at a conference hall in the Iranian Parliament building in Tehran, Iran, on Dec. 2, 2025. Morteza Nikoubazl | Nurphoto | Getty Images Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily […]
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Stocks making the biggest moves premarket: Lumentum, ServiceNow, Sandisk & more
Check out the companies making the biggest moves premarket: Lumentum Holdings , Coherent — Lumentum shares jumped 5% after its CEO told Bloomberg that the optical and photonic producer’s products are booked through 2027, amid the artificial intelligence buildout. Shares of Coherent, another photonics company, were up 4%. Both companies have investments from Nvidia . […]
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CNBC Daily Open: Trump touts “next conquest”
President Donald Trump delivers a speech to U.S. Navy personnel on board the US Navy’s USS George Washington aircraft carrier at the US naval base in Yokosuka on October 28, 2025. Philip Fong | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily […]
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Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Few stocks capture the imagination of investors the way Nvidia (NVDA) does. The numbers alone are impressive: up more than 1,200% since October 2022, now the largest component in the S & P 500, and the only stock with a market capitalization above $4 trillion. To put that in perspective, Nvidia is worth nearly as […]
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Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
U.S. stocks soared on Wednesday after President Donald Trump announced a two-week ceasefire with Iran, and beaten-down tech names shared in the rally. Meta, Amazon, Alphabet and Nvidia led the way among the Magnificent 7 names. Chipmakers also soared, with Taiwan Semiconductor Manufacturing Co. gaining 7% and ASML, Applied Materials and Micron popping 9%. Lam […]
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AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost all of this chipmaking step, known as advanced packaging, happens in Asia, and capacity is […]
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Asian tech stocks surge as U.S.-Iran cease fire ease Hormuz disruption worries
Xeon server chips shown to CNBC inside Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. CNBC Asian technology and semiconductor stocks surged on Wednesday after the U.S. and Iran agreed to a conditional two-week ceasefire that includes a temporary reopening of the Strait of Hormuz. The news sent major indexes in Asian […]
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