
Nasdaq Index: Memory Stocks Rally as Hormuz Risk Holds US Indices Back
Micron, Sandisk and Western Digital rise as Washington backs domestic memory supply during the AI chip shortage.
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Micron, Sandisk and Western Digital rise as Washington backs domestic memory supply during the AI chip shortage.

Matt Hougan, chief investment officer at Bitwise Asset Management, joins 'Squawk on the Street' to discuss President Trump's upcoming WH meeting with crypto executives amid the CLARITY Act deadlock.

A2Z Cust2Mate Solutions Corp. reported Q2 revenue of $5.9M, driven by smart cart deliveries and strong gross margins at 42.6%. AZ reaffirmed guidance for 10,000 carts by year-end 2026 and at least 19,000 by 2027, with H2 smart cart revenue expected at $25M. Operational improvements include a new CFO, $7M cost-cutting, and enhanced IR, addressing prior execution and communication issues.

Mexican banking affiliates of Bank of America , Banco Santander , BBVA , Citigroup , Deutsche Bank and HSBC agreed to pay $86.4 million to settle a long-running antitrust lawsuit by investors who accused them of rigging the market for Mexican government bonds.

US stocks opened mostly in the red on Monday as investors weighed renewed optimism around artificial intelligence against higher oil prices and continued tensions in the Middle East. Expectations for fewer Federal Reserve rate hikes also supported technology stocks.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.

ByteDance and the Motion Picture Association on Monday signed an agreement to strengthen copyright safeguards on the Chinese company's AI video and image-generation models, months after the Hollywood trade group challenged its handling of intellectual property.

The NAHB/Wells Fargo Housing Market Index inched up to 35 in August from 34 in July as concerns about high mortgage rates, rising construction costs and the economy persisted.

The closely followed investor has beefed up some technology holdings in the second quarter.

U.S. natural gas futures were lower after weekend weather forecasts shed some near-term heat.

The odds on Polymarket of a sweep by the Democratic Party in November have risen to 48%, and Citigroup sees a potential rally in bonds.

Wall Street heads into the new week with a relatively light economic calendar, but investors will have plenty to watch as major retailers offer fresh clues on the health of the US consumer. Home Depot kicks off the retail earnings slate Tuesday, followed by Target on Wednesday and Walmart on Thursday.

Alphabet posted a 216% EPS beat this season. Then I backed out the $6.26 in unrealized equity gains and got $2.85 against a $2.88 estimate.

Studies showing younger investors believe gambling is a reasonable path to wealth creation, and not all that different from investing, “concerns me deeply,” Liz Ann Sonders said.

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.