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

Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/micron-and-memory-vs-everyone-else-and-what-s-sparking-a-bitcoin-sell-off-6-25-26
Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/micron-and-memory-vs-everyone-else-and-what-s-sparking-a-bitcoin-sell-off-6-25-26.md
Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199)
Published: 2026-06-25T22:17:34+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/c0a76558-a3fb-4ed1-a155-28d45f890f8b/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=c0a76558-a3fb-4ed1-a155-28d45f890f8b&feed=szW8tJ16
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Duration seconds: 2612

## Resource

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

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## Transcript

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