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Peace hopes, Disney earnings, dismantling Spirit Airlines and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. After reading about Restaurant Brands International‘s earnings this morning, I’m in the mood to get my morning coffee from Tim Hortons. Stock futures are rising this morning after a winning day for the three major indexes. Here are five key […]
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Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world’s most valuable semiconductor company. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s U.S. […]
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Stocks making the biggest moves premarket: AMD, Disney, Uber, Corning, Super Micro Computer & more
Check out the companies making the biggest moves premarket: Advanced Micro Devices — Shares surged 18% after the chipmaker issued strong guidance. AMD is calling for second-quarter revenue of $11.2 billion, plus or minus $300 million, versus the analyst estimate for $10.52 billion. First-quarter results also surpassed expectations on the top and bottom lines. Super […]
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Jim Cramer: Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the tech companies and into nearly every corner of the market. “AI is inexorable. It is fierce. And it is making believers fortunes,” the “Mad Money” host said Tuesday after all three major indexes closed higher. The market […]
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Super Micro stock jumps 19% on guidance beat as revenue more than doubles
Super Micro CEO Charles Liang speaks at the HumanX conference in Las Vegas on March 10, 2025. Big Event Media | HumanX | Getty Images Super Micro Computer shares jumped 19% in extended trading on Tuesday after the server maker issued strong guidance, although revenue for its fiscal third quarter came in below estimates. Here’s […]
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AMD tops estimates for first quarter as data center revenue jumps 57%
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand […]
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Micron zooms past $700 billion market cap as rally in memory stocks accelerates
Micron Technology CEO Sanjay Mehrotra during a groundbreaking ceremony for the company’s new semiconductor manufacturing facility in Clay, New York, Friday, Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron’s historic rally continued on Tuesday, with shares of the memory maker surging 11%, lifting the company’s market cap past $700 billion for the […]
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Intel soars 14% on report of Apple chip talks, hits new all-time high
Intel headquarters in Santa Clara, California, on Jan. 22, 2026. Justin Sullivan | Getty Images Intel shares climbed 14% Tuesday, hitting a new all-time high as the chipmaker continued its historic run from April. The jump comes on a Bloomberg report that Apple is in talks with both Intel and Samsung to produce the main […]
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Property Play: Nvidia and PulteGroup are helping this startup put mini data centers on homes
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. Even […]
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Cramer defends AMD after downgrade: ‘This stock is going to go up much more’
Key Points CNBC’s Jim Cramer said AMD still has significant upside, arguing AI-driven demand for CPUs will keep pushing the stock higher. Cramer was responding to HSBC’s downgrade of AMD to hold from buy. CNBC’s Jim Cramer pushed back on a downgrade of Advanced Micro Devices , saying the stock still has meaningful upside as […]
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