Squawk on the Street cover image

Chips Extend Rally, Micron CEO "First on CNBC," Five More Years for Dimon?  1/16/26

Squawk on the Street

00:00

Explaining last year's demand underestimates

Sanjay and Jim discuss why forecasts missed server, PC and AI-driven memory demand acceleration.

Play episode from 20:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app