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Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said. “The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets,” […]
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Stock futures are little changed after major U.S. indexes snap five-day win streaks: Live updates
A Trader works on the floor of the New York Stock Exchange (NYSE) in New York on November 21, 2025. Angela Weiss | Afp | Getty Images Stock futures are relatively flat Monday night after a weak start to December trading. Futures tied to the Dow Jones Industrial Average were barely changed. The S&P futures […]
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Broadcom gets more Street approval, but Cramer says it’s not in a race with Nvidia
Broadcom ‘s custom chips are no threat to Nvidia , according to the latter’s CEO. Broadcom’s application-specific integrated circuits (ASICs), also known as custom chips, have soared in popularity with hyperscalers, such as Alphabet ‘s Google. The key partnership led to the successful launch of Google’s Gemini 3. The latest iteration of the AI model was […]
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Meta’s Instagram orders employees back to the office 5 days a week
Instagram has installed a new privacy setting which will default all new and existing underage accounts to an automatic private mode. Brandon Bell | Getty Images Instagram will require U.S.-based employees to work five days a week in an office, Meta confirmed on Monday. The new return-to-office policy will take effect on Feb. 2 and […]
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Runway rolls out new AI video model that beats Google, OpenAI in key benchmark
Mustafa Hatipoglu | Anadolu | Getty Images Artificial intelligence startup Runway on Monday announced Gen 4.5, a new video model that outperforms similar models from Google and OpenAI in an independent benchmark. Gen 4.5 allows users to generate high-definition videos based on written prompts that describe the motion and action they want. Runway said the model […]
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December will begin with investors owning little stock. Is a year-end rally at play?
Wall Street thinks you don’t own enough stock. Not “you,” specifically, but investors as a collective are viewed as too lightly exposed to equities given the S & P 500 is three years into a bull market and is back to within 1% of its all-time peak from a month ago. Deutsche Bank’s comprehensive investor […]
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Stocks end November with mixed results despite a strong Thanksgiving week rally
A Thanksgiving week rally couldn’t put all three major indexes in the green for November. The S & P 500 gained nearly 4% for the week, while the Dow Jones Industrial Average added more than 3% — a strong enough showing for each to eke out gains for the month. It extends their streak of […]
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Palantir has worst month in two years as AI stocks selloff
CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit, at Carnegie Mellon University in Pittsburgh, Pennsylvania, U.S., July 15, 2025. Nathan Howard | Reuters It’s been a tough November for Palantir. Shares of the software analytics provider dropped 16% for their worst month since August 2023 as investors dumped AI stocks […]
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CME disruption, Black Friday, the K-beauty boom and more in Morning Squawk
CME Group sign at NYMEX in New York. Adam Jeffery | CNBC 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. Down and out Stock futures trading was halted this morning after a data center “cooling […]
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‘Green light’ away from AI trade: Two ETF executives see a key market shift underway
ETF Edge ‘Green light’ away from AI trade: Two ETF executives see a key market shift underway Published Thu, Nov 27 20254:00 PM EST Krysta Escobar WATCH LIVE Source
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