iShares Semiconductor ETF
Samsung launches S26 smartphone as sector braces for memory chip crunch
Samsung Electronics unveiled its latest series of flagship smartphones on Wednesday, with two of the models costing $100 more than their predecessors as the industry tries to recover from a global shortage of memory chips. Samsung is touting improved AI and a privacy display in its new models against a backdrop of industry-wide memory chip […]
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Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic […]
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Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look
Nvidia’s earnings on Wednesday are expected to show booming sales of the company’s current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year. Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than […]
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These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to […]
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South Korea and Japan stocks hit fresh highs amid regional gains after Wall Street’s AI relief rally
A currency dealer monitors exchange rates in front of a big screen showing South Korea’s benchmark stock index (C) and the Korean won/USD exchange rate (R) in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on April 9, 2025. Jung Yeon-je | Afp | Getty Images South Korea and Japan stocks […]
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Why AMD’s megadeal with Meta shows Nvidia is still the best game in town
Advanced Micro Devices inked another monster AI chip sale agreement in its efforts to pry market share from leader Nvidia . But a closer look at the structure of the deal reinforces that Nvidia is still the best game in town. On Tuesday, AMD and fellow Club name Meta Platforms unveiled what they’re calling a […]
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Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more
Check out the companies making headlines in midday trading: Dillard’s — Shares fell 7% after the department store posted weaker-than-expected revenue in the holiday quarter. Fourth-quarter revenue came in at $1.99 billion, while analysts polled by FactSet anticipated $2.03 billion. Dillard’s cited winter storms as a driver behind its sales results, which it says hurt […]
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Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]
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Nvidia earnings report collides with Wall Street skepticism over AI spending
Jensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026. Denis Balibouse | Reuters It’s been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far. The lone exception is Nvidia. […]
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Stocks making the biggest moves premarket: AMD, Home Depot, Hims & Hers Health, Diamondback Energy and more
Check out the companies making headlines before the bell: Advanced Micro Devices — The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. The cost of the deal is unclear, but the companies’ agreement includes […]
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