A Chinese Memory Chip Rattles the Market, and the Banks Step Up

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-13

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Tuesday edition, October 13, 2026. China's CXMT says it has made progress on a denser memory-cell design, and memory stocks slide: Micron down almost 4%, SanDisk about 6%, SK Hynix and Samsung over 4%. Why memory pricing power depends on tight supply. Brent tops $106 after deadly Houthi attacks on Riyadh's airport, and why that threatens Saudi Arabia's Red Sea workaround for Hormuz. Monday's close: Dow 51,850.55 (+0.38%), S&P 500 7,807.24 (-0.06%), Nasdaq 27,245.90 (-0.44%). Plus what to listen for as JPMorgan, Goldman Sachs and Wells Fargo kick...