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CNBC Daily Open: Some hope after last week’s U.S. market rout
Traders work on the floor of the New York Stock Exchange (NYSE) on Nov. 21, 2025 in New York City. Spencer Platt | Getty Images Last week on Wall Street, two forces dragged stocks lower: a set of high-stakes numbers from Nvidia and the U.S. jobs report that landed with more heat than expected. But […]
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Meta halted internal research suggesting social media harm, court filing alleges
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during a dinner with tech leaders in the State Dining Room of the White House in Washington, DC, US, on Thursday, Sept. 4, 2025. US President Donald Trump said he would be imposing tariffs on semiconductor imports “very shortly” but spare goods from companies like Apple […]
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Google’s new AI model puts OpenAI, the great conundrum of this market, on shakier ground
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET. I didn’t have to look at the three letters on my phone screen to know who was ringing. It was the old man we called Pop, or more like “The Old Man of the Mountain,” as he […]
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Microsoft faces uphill climb to turn enterprise dominance into widespread AI chatbot adoption
Microsoft CEO Satya Nadella speaks at Microsoft Build AI Day in Jakarta, Indonesia, on April 30, 2024. Adek Berry | AFP | Getty Images On Microsoft’s earnings call last month, CEO Satya Nadella boasted about the company’s artificial intelligence products, and said over 150 million people are using its Copilot assistant for productivity, cybersecurity, coding […]
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Global week ahead: Which tail is wagging the market dog?
What a week for markets. Global stocks posted their worst week since April as the heat around AI stocks began to burn. On Thursday, the Nasdaq marked its wildest swing from green to red since President Donald Trump’s ‘Liberation Day’ shocked equities back in April. And it reverberated around the world, with the Stoxx 600 […]
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The dividend yield on the S&P 500 is the lowest since the dotcom bubble
There hasn’t been much for dividend investors to cheer about these days, according to Trivariate Research. The yield on the S & P 500 , currently at 1.15%, is approaching its lowest levels in 50 years, founder Adam Parker pointed out in a note this week. The only time it sank lower was when it […]
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This week in AI: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat
This week, volatility took hold of the AI trade as bubble fears continued to rise and Nvidia‘s blowout earnings failed to steady the market. “Unless you’re the most optimistic person on the planet … you know you’re in a bubble, right?” Dan Niles, founder of Niles Investment Management, told CNBC’s Deirdre Bosa. “There is no […]
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Does Berkshire’s big tech bet signal a new risk tolerance in Omaha?
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Just one week after Berkshire Hathaway’s revelation last Friday that it purchased 17.8 million Class A shares of Google’s parent, Alphabet, in the third quarter (July-September), that […]
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AI Christmas: The latest devices from Amazon, Meta, Google and more
Three years since the arrival of OpenAI’s ChatGPT, more devices featuring generative AI technology have hit the market in time for the 2025 holiday shopping season, with many offering deals for Black Friday. Shoppers can pick from more advanced smart glasses, smart speakers with genAI and a pendant AI friend that acts as a confidant. […]
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Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees
Amin Vahdat, VP of Machine Learning, Systems and Cloud AI at Google, holds up TPU Version 4 at Google headquarters in Mountain View, California, on July 23, 2024. Marc Ganley Google ‘s AI infrastructure boss told employees that the company has to double its serving capacity every six months in order to meet demand for […]
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