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Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the […]

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5 themes that defined business and markets in 2025: Morning Squawk

5 themes that defined business and markets in 2025: Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday and New Year’s Eve. I’ve decided that there are three main groups of holiday observers this year: Those going to parties or watching the Times Square ball drop at home; those doing late-night workout classes or races; and those going

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S&P 500 hits new highs, flight cancellations, the restaurant industry’s value push and more in Morning Squawk

S&P 500 hits new highs, flight cancellations, the restaurant industry’s value push and more in Morning Squawk

Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17, 2025. Brendan McDermid | Reuters This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Green Christmas Joy to

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Restaurants’ hottest menu item in 2025 was ‘value.’ That won’t change next year

Restaurants’ hottest menu item in 2025 was ‘value.’ That won’t change next year

McDonald’s restaurant in San Diego, California, U.S., Oct. 31, 2025. Mike Blake | Reuters “Value” was the buzzword du jour for restaurant executives that lasted all year — and it will likely stick around in 2026, too. Over the last year and a half, diners, particularly those who make less than $40,000 a year, have

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Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says

Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says

Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20

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Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, on Sept. 23, 2025. Shelby Tauber | Pool | Reuters Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They’re off to a rough start. Oracle shares have plummeted 30%

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Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk

Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk

A trader works on the floor of the New York Stock Exchange. NYSE This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Tiptoeing toward a winning week Stock futures are little changed after the Christmas holiday

Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk Read More »

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