Micron Technology Inc
Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers
Sanjay Mehrotra, president and chief executive officer of Micron Technology Inc., during a groundbreaking ceremony for the new Micron Technology Inc. semiconductor manufacturing facility in Clay, New York, US, on Friday, Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron saw its stock triple in 2025, and it’s up nearly 62% so far […]
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China’s ‘AI tigers’ see shares surge after Nvidia CEO touts OpenClaw as ‘next ChatGPT’
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Carlos Barria | Reuters Chinese artificial intelligence stocks surged Wednesday following upbeat comments from Nvidia CEO Jensen Huang on the promise of AI agents and OpenClaw. Huang on Tuesday said that OpenClaw was “definitely the […]
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Nvidia’s $1T projection, Trump’s Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. Soon, your garage won’t be the only gym with a Peloton Bike. The fitness company is ramping up its commercial business, announcing yesterday new Bike and Tread products designed for busy gyms. Stock futures are little changed this morning after […]
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Stocks making the biggest moves premarket: Nvidia, Delta Air Lines, Eli Lilly & more
Check out the companies making the biggest moves premarket: Nvidia — The chipmaker traded slightly higher after CEO Jensen Huang said he expects orders for its Blackwell and Vera Rubin chips to reach $1 trillion through 2027. Delta Air Lines — Shares traded more than 4% higher after the company raised its first-quarter revenue growth […]
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Asia-Pacific markets open higher after oil declines sent Wall Street higher overnight
Australia Matteo Colombo | Digitalvision | Getty Images Asia-Pacific markets jumped on Tuesday as investors monitor the latest developments in the Iran war, with U.S. President Donald Trump looking to delay his meeting with Chinese President Xi Jinping by “a month or so” due to the Middle East conflict. Trump was expected to travel to […]
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Nvidia adds Hyundai, BYD and other automakers to self-driving tech business
Nvidia CEO Jensen Hwang gives the keynote address at the company’s annual GTC developers conference at the SAP Center in San Jose, California, on March 16, 2026. Josh Edelson | Afp | Getty Images Nvidia is expanding deals for its autonomous vehicle development business to Hyundai Motor, Nissan Motor and Isuzu, as well as Chinese […]
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Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27
At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027. Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report […]
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Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming
Benchmark general partner Bill Gurley on Monday said the artificial intelligence wave is real and a lot of people got rich quick, but he expects a “reset” to come. “When people get rich quick, a whole bunch of people come in and want to get rich too, and that’s why we end up with bubbles,” […]
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Stocks making the biggest moves midday: Nvidia, Peloton, Meta, Dollar Tree & more
Check out the companies making the biggest moves in midday trading: Peloton — The connected fitness company, known for its at-home Bike and Tread products, announced a new commercial series for high-traffic gyms on Monday. Shares gained 4.5%. Meta — Shares of the Facebook parent rose more than 2% after Reuters reported that Meta anticipates […]
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Oil continues to rise, the Federal Reserve, Nvidia’s big week and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. CNBC’s Brian Sullivan sat down with Treasury Secretary Scott Bessent this morning in Paris, where Bessent just met with his Chinese counterpart. The Cabinet secretary said that “logistics” could delay Trump’s planned trip to China later this month. Stock futures […]
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