Advanced Micro Devices Inc
Asia markets track Wall Street’s stunning reversal in AI-related stocks
A woman uses her mobile phone as she walks past the logo of Japan’s telecommunications giant SoftBank in Tokyo on December 25, 2013. Toru Yamanaka | Afp | Getty Images Tech conglomerate SoftBank plunged more than 10% Friday amid losses across the region’s key benchmarks, after U.S. tech stocks lost ground and investors’ hopes dimmed […]
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CNBC Daily Open: From AI enthusiasm to bubble worries in one day
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 20, 2025. Brendan McDermid | Reuters U.S. stocks delivered one of their sharpest mood swings in months on Thursday. The Nasdaq Composite ended down 2.16% after spending the morning stateside up as much as 2.6%. The wild […]
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Stocks making the biggest moves midday: Nvidia, Exact Sciences, Walmart, Strategy, Regeneron & more
Check out the companies making headlines in midday trading: Nvidia — The chipmaker fell nearly 2%, reversing earlier gains after it reported fiscal third-quarter results that were well above expectations. Nvidia’s fourth-quarter revenue guidance was also stronger than analysts anticipated. As Nvida’s stock faltered a number of other AI trades fell as well including Palantir […]
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Nvidia’s earnings blowout, Walmart’s outlook, Fed minutes and more in Morning Squawk
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images 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 […]
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Stock futures rally as Nvidia’s strong forecast reignites the AI trade: Live updates
Traders work at the New York Stock Exchange on Nov. 19, 2025. NYSE Stock futures rose Thursday as investors digested Nvidia’s latest quarterly beat. The report appeared to help restore confidence in major technology stocks, providing a boost to the broader market. Futures tied to the Dow Jones Industrial Average added 235 points, or 0.5%. […]
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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]
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Nvidia’s beat and raise should wow even its most hardened critics, and the stock soars
Nvidia on Wednesday evening delivered better-than-expected quarterly results, with a guide that should impress even those with the highest of expectations. Revenue in the company’s fiscal 2026 third quarter grew 62% year over year to $57.01 billion, outpacing the $54.92 billion the Street was looking for, according to estimates compiled by data provider LSEG. Adjusted […]
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Nvidia says there’s ‘no assurance’ of final agreement with OpenAI despite $100 billion pact
Two months ago Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman stood side by side in San Jose, California, to announce a historic agreement between the two leaders in artificial intelligence. Nvidia would invest $100 billion over a number of years, starting in 2026, as OpenAI’s AI supercomputing facilities come online, the duo said. […]
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Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they already knew. The appetite for AI compute remains insatiable. But the real debate — whether all this capacity being built today will be profitable tomorrow — remains unresolved. Investors aren’t pressing that issue just yet, choosing instead […]
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Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more
Check out the companies making headlines in after-hours trading. Nvidia — Shares of the chipmaker rose more than 6% in extended trading on the back of better-than-expected third-quarter results . Nvidia earned $1.30 cents per share, excluding items, on $57.01 billion in revenue. Analysts polled by LSEG had expected $1.25 cents per share in earnings […]
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