Micron Technology Inc
A Google AI breakthrough is pressuring memory chip stocks from Samsung to Micron
Signage outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Google’s latest research which claims to make AI models more efficient is putting pressure on memory stocks, with investors concerned the breakthrough could see a slowdown in chip demand. On Thursday, shares […]
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U.S.-Iran negotiations, Meta trial verdict, OpenAI shuts Sora and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. I spent yesterday evening at a market technicals event and then went to watch the “Hannah Montana 20th Anniversary Special.” You might call it the best of both worlds. Stock futures are up this morning after a losing day. Here […]
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SK Hynix files confidentially for U.S. listing as it rides ‘unprecedented growth’ in memory market
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office in Seongnam on Jan. 26, 2024. Jung Yeon-je | Afp | Getty Images SK Hynix revealed Wednesday that it made a confidential filing with the U.S. Securities and Exchange Commission for a potential listing on Wall Street […]
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Arm releases first in-house chip, with Meta as debut customer
For more than 35 years, Arm Holdings has licensed its instruction sets to the world’s biggest chipmakers and collected royalties on every processor made with its designs. Now the U.K.-based company is making physical silicon of its own for the first time. Arm CEO Rene Haas unveiled his company’s first in-house chip on Tuesday at […]
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Micron stock sinks for a fourth straight day despite dominant earnings report
People visit Micron booth during the 7th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 5, 2024 in Shanghai, China. Vcg | Visual China Group | Getty Images Micron‘s blowout second-quarter earnings report fueled by a surge in memory demand hasn’t been a boon for the stock. Since […]
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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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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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Tim Cook’s China visit reinforces country’s importance to Apple as global frictions rise
CHENGDU, CHINA – MARCH 18: Apple CEO Tim Cook attends a special event marking Apple’s 50th anniversary at the Apple Taikoo Li Chengdu store on March 18, 2026 in Chengdu, Sichuan Province of China. VCG | Getty Images Tim Cook touched down in Chengdu, China, this week for an Apple Store event tied to the […]
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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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