Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26

美光与内存之争……以及是什么引发了比特币抛售潮?6月25日/26日

CNBC's "Fast Money"

2026-06-26

43 分钟
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Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BFG Wealth Partners CIO Peter Boockvar warns investors of a faltering AI trade but also lays out where he sees an important buying opportunity. Then, massive bitcoin outflows hit the crypto market, SpaceX prepares for landing near its IPO price, and airline stocks gaining altitude. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Memory, pain and gain.

  • Storage stocks like Micron, Seagate and Western Digital, all continuing to climb.

  • But is the strong memory run crowding out device makers like Apple and Microsoft?