Advanced Micro Devices Inc
Iran says U.S. breached ceasefire, Anthropic’s court loss, rate cut odds and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. We’re minutes away from the release of February’s personal consumption expenditures price index. Watch CNBC live for the numbers and analysis. Stock futures are lower this morning. All three major averages posted major gains yesterday. Here are five key things […]
Read More
Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising
Arda Kucukkaya | Anadolu | Getty Images Meta has committed to spending an additional $21 billion on AI cloud infrastructure from CoreWeave, which comes on top of a prior arrangement of $14.2 billion, as the social media company continues to ramp up its investments in artificial intelligence. The new agreement, announced on Thursday, runs from […]
Read More
CNBC Daily Open: Trump touts “next conquest”
President Donald Trump delivers a speech to U.S. Navy personnel on board the US Navy’s USS George Washington aircraft carrier at the US naval base in Yokosuka on October 28, 2025. Philip Fong | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily […]
Read More
OpenAI will allocate IPO shares to retail investors as it preps for debut, CFO says
Sarah Friar, CFO of OpenAI, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 21st, 2026. Oscar Molina | CNBC OpenAI plans to reserve a portion of shares for individual investors in what’s expected to be a blockbuster initial public offering. Chief Financial Officer Sarah Friar told CNBC that […]
Read More
Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Few stocks capture the imagination of investors the way Nvidia (NVDA) does. The numbers alone are impressive: up more than 1,200% since October 2022, now the largest component in the S & P 500, and the only stock with a market capitalization above $4 trillion. To put that in perspective, Nvidia is worth nearly as […]
Read More
AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost all of this chipmaking step, known as advanced packaging, happens in Asia, and capacity is […]
Read More
Alibaba launches data center with 10,000 of its own chips as China ramps up AI push
Samuel Boivin | Nurphoto | Getty Images Alibaba and China Telecom are launching a data center in southern China powered by the e-commerce giant’s own chips, as the country ramps up its focus on homegrown AI infrastructure. The facility, announced on Tuesday, will feature 10,000 of Alibaba’s Zhenwu semiconductors which are designed for AI training […]
Read More
CNBC Daily Open: Markets cheer as Trump and Tehran agree to 2-week ceasefire
WASHINGTON DC, UNITED STATES – APRIL 6: The United States President Donald Trump holds a Press Conference in the James S. Brady Press Briefing Room at the White House on April 6, 2026, in Washington DC, United States. Celal Gunes | Anadolu | Getty Images Hello, this is Dylan Butts writing to you from Singapore. […]
Read More
Trump’s Iran deadline, the Altman-Musk feud, Novo’s Wegovy pill and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and congratulations to everyone who had the Michigan Wolverines winning their March Madness bracket. Stock futures are lower this morning after all three major averages closed Monday’s session higher. Here are five key things investors need to know to start […]
Read More
JD Vance heads to Hungary to support Viktor Orbán ahead of high-stakes election
Hungary’s Prime Minister Viktor Orban attends a bilateral lunch hosted by U.S. President Donald Trump, at the White House in Washington, D.C., U.S., Nov. 7, 2025. Jonathan Ernst | Reuters Hungarian Prime Minister Viktor Orbán has U.S. President Donald Trump’s “complete and total support” — but is on course to lose the country’s elections, which […]
Read More