Technology
CNBC Daily Open: A banner year for markets in 2025
A trader wears “2026” glasses on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Dec. 31, 2025. Michael Nagle | Bloomberg | Getty Images May this year prove as lucrative as 2025, when the S&P 500 rallied 16.39% mostly on the back of enthusiasm over artificial intelligence, though […]
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Week in review: We initiated a position — plus, top gainers and laggards of 2025
Friday marked the end of a lackluster week for stocks and the first trading session of 2026. The market was mixed for the holiday-shortened week: The Dow and Nasdaq shed 0.1% and 1.5%, respectively, while the S & P 500 edged roughly 1% lower, its third back-to-back loss since Monday. It’s unclear what caused the […]
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Anthropic’s ‘do more with less’ bet has kept it at the AI frontier, co-founder Amodei tells CNBC
SAN FRANCISCO — Inside Anthropic headquarters, President and co-founder Daniela Amodei keeps coming back to a phrase that’s become a sort of governing principle for the artificial intelligence startup’s entire strategy: Do more with less. It’s a direct challenge to the prevailing mood across Silicon Valley, where the biggest labs and their backers are treating […]
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Chip stocks rally to start 2026 after third-straight winning year
Chipmaking stocks rallied to kick off 2026 as investors piled into the winning artificial intelligence-fueled sector following another big year of gains. Dutch chip equipment maker ASML surged 9%, while Micron Technology jumped 8% to start the new trading year. Lam Research and Intel rallied about 7% each, while Marvell Technology rose 5%. Advanced Micro […]
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Tesla reports 418,227 deliveries for the fourth quarter, down 16%
A Tesla showroom is seen on Dec. 13, 2023 in Austin, Texas. Brandon Bell | Getty Images Tesla posted its fourth-quarter 2025 vehicle production and deliveries report on Friday. Shares climbed about 1% after the numbers were released. Here are the key numbers: Total Q4 deliveries: 418,227 Total Q4 production: 434,358 Total 2025 deliveries: 1.64 million Total 2025 […]
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Buffett hands over the reins, the stock market’s losing streak, airline class wars and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday and happy 2026! I began my year at the movie theater watching an Amanda Seyfried-led movie-musical (“The Testament of Ann Lee,” not “Mamma Mia!”). Stock futures are up this morning. The market is on a four-day losing streak. Here are […]
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Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry
Democratic Socialist Sen. Bernie Sanders and right-wing Gov. Ron DeSantis agree on virtually nothing. But they found common ground this year as leading skeptics of the artificial intelligence industry’s data center boom. The alignment of two national figures on the left and right signals that a political reckoning is brewing over the AI industry’s impact […]
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Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every […]
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How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China
On Dec. 8, Federal prosecutors in Texas unsealed documents that revealed an investigation into a massive smuggling network that stretched across the U.S. and the world. Dubbed “Operation Gatekeeper” by the feds, the investigation wasn’t focused on drug smuggling or stolen goods but rather an alleged secret, underground network of suppliers for Nvidia‘s graphic processing […]
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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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