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GM’s record stock performance beats Tesla, Ford and other automakers in 2025

GM’s record stock performance beats Tesla, Ford and other automakers in 2025

Mary Barra, CEO of General Motors, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025. David A. Grogan | CNBC DETROIT — General Motors is on pace to be the top U.S.-traded automaker stock of 2025, as shares of […]

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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

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

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

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

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

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

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%

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

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 »

Tariffs hit boots, bags and more as leather prices jump — and relief could be years away

Tariffs hit boots, bags and more as leather prices jump — and relief could be years away

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

Tariffs hit boots, bags and more as leather prices jump — and relief could be years away Read More »

Exclusive: Nvidia buying AI chip startup Groq for about  billion in its largest acquisition on record

Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record

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,

Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record Read More »

These 5 infrastructure stocks have more than tripled this year on the AI trade

These 5 infrastructure stocks have more than tripled this year on the AI trade

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 »

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