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5 things to know before the market opens Thursday

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. If you’re attending CNBC Pro Live tonight at the Nasdaq MarketSite, look out for me at the cocktail hour. Stock futures are lower this morning after all three major averages eked out gains yesterday. Here are five key things investors...
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This is the greatest time ever for semiconductors, says CEO of key equipment supplier

Applied Materials CEO Gary Dickerson said Thursday the semiconductor industry is experiencing what he believes is its strongest period ever, driven by accelerating demand for artificial intelligence. “It is the greatest time in the history of the industry and for Applied Materials,” Dickerson said on CNBC’s “Mad Money.” “AI is driving incredible computing demand.” Applied...
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Okta (OKTA) earnings Q1 2027

Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday, April 11, 2025. Chris J. Ratcliffe | Bloomberg | Getty Images Okta beat Wall Street’s fiscal first-quarter estimates after the bell on Thursday as demand for identity security tools spiked with the onslaught of agentic artificial intelligence....
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