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 […]
Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says Read More »
A traveler near a departures board at Newark Liberty International Airport (EWR) in Newark, New Jersey, US, on Monday, Nov. 24, 2025. Victor J. Blue | Bloomberg | Getty Images Airlines are letting flyers change their trips ahead of a major winter storm that will put carriers to the test during one of the busiest
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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%
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
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Different types of leather are seen at the Rio of Mercedes cowboy boot factory, on July 31, 2025, in Mercedes, Texas. Ronaldo Schemidt | AFP | Getty Images Bootmaker Twisted X — known for its Western footwear — was thrown into chaos overnight when President Donald Trump imposed sweeping tariffs on imports in April. The
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive,
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI
These 5 infrastructure stocks have more than tripled this year on the AI trade Read More »
Pavlo Gonchar | Lightrocket | Getty Images Tubi hit profitability this year doing what other streaming services are trying to: attract younger audiences who are willing to sit through ads. The Fox Corp.-owned free streaming platform has long been among a sort of second tier of streaming services alongside lower-budget and less popular offerings like
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. Shop ’til you drop A person carries shopping bags during Black Friday shopping at Garden State Plaza on November 28, 2025 in Paramus, New Jersey. Eduardo Munoz
Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk Read More »
A Waymo car is halted on the road amid a power outage in San Francisco, California, U.S., December 20, 2025, in this screengrab obtained from a social media video.d Reuters Three days after a blackout in San Francisco caused Waymo to pause its driverless car service, the Alphabet-owned company said it’s updating its fleet so
