Alphabet Class A
Nvidia’s big week, Warren Buffett’s new stake, Jeep’s turnaround efforts and more in Morning Squawk
Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025. Jung Yeon-je | Afp | 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 to […]
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Nvidia CEO Jensen Huang surprised investors with a ‘half a trillion’ forecast. It’ll come up at earnings
Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James’ Palace in London, Brirain, Nov. 5, 2025. Yui Mok | Via Reuters Nvidia CEO Jensen Huang revealed in October that his company has $500 billion in orders, in 2025 and 2026 combined, for its chips that are at the […]
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A simple reason why the market’s biggest investors say they aren’t worried about AI bubble, tech stock selling
Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets, […]
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Warren Buffett Watch: Berkshire Hathaway’s surprising new tech stake
As Warren Buffett gets closer to stepping down as CEO at the end of next month, he told shareholders he will be “going quiet,” but only “sort of.” More on his Thanksgiving letter, which looks like it could become a substantial annual tradition, below. First: A surprising stake There was a notable surprise in Berkshire […]
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AI anxiety on the rise: Startup founders react to bubble fears
Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble. Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave tanked on disappointing guidance. CNBC’s Deirdre Bosa asked those at […]
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Google and Disney reach deal to restore ESPN, ABC to YouTube TV
Nikolas Kokovlis | Nurphoto | Getty Images Alphabet and Disney on Friday announced that they’ve reached a deal to restore content from ABC and ESPN onto Google’s YouTube TV. The deal comes after a two-week standoff between the two companies that started on Oct. 31. The stalemate resulted in numerous live sporting events, including college […]
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Warren Buffett’s Berkshire Hathaway reveals new position in Alphabet
Warren Buffett speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC Warren Buffett’s Berkshire Hathaway revealed a new position in Alphabet, making the Google parent the conglomerate’s 10th largest equity holding at the end of September, according to a regulatory filing. Berkshire disclosed a $4.3 billion stake in […]
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Stocks making the biggest moves midday: Whirlpool, Topgolf Callaway, Nvidia, Stubhub & more
Check out the companies making the biggest moves midday: Scholar Rock — The Cambridge, Massachusetts-based biotech jumped 23% after saying it ” completed constructive and collaborative in-person Type A meeting ” with the FDA on Wednesday for a biologics license application for apitegromab, a spinal muscular atrophy treatment. Officials from Novo Nordisk’s Catalent Indiana joined […]
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Stocks making the biggest premarket moves: Warner Bros. Discovery, Cidara Therapeutics, Avadel Pharmaceuticals and more
Check out the companies making headlines before the bell. Cidara Therapeutics — Shares of Cidara surged 103% after Merck agreed to buy the company for close to $9.2 billion in cash. Merck fell 1%. Avadel Pharmaceuticals — Danish drugmaker Lundbeck offered to acquire the pharmaceutical company for as much as $23 per share, topping biotech […]
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We’re looking to further trim this drug stock and exit this entertainment giant
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. The S & P 500 turned higher Friday. The index opened lower after posting its worst one-day performance since Oct. 10. Still, Wall Street remains cautious of Big Tech’s […]
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