Alphabet Class A
Buffett hands over the reins, the stock market’s losing streak, airline class wars and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday and happy 2026! I began my year at the movie theater watching an Amanda Seyfried-led movie-musical (“The Testament of Ann Lee,” not “Mamma Mia!”). Stock futures are up this morning. The market is on a four-day losing streak. Here are […]
Read More
Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every […]
Read More
Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the […]
Read More
Space and defense boom lifted these satellite stocks by more than 200% in 2025
Charlie Ergen Karl Gehring | Dever Post | Getty Images Wall Street grew increasingly obsessed with the artificial intelligence boom this year, pouring money into chips, data centers and applications. But investors looking beyond Silicon Valley found outsized returns in another location: space. Some of the year’s biggest market winners were defense companies that benefited […]
Read More
Stock futures are little changed, as Wall Street readies to close out 2025: Live updates
A trader works at the New York Stock Exchange on Dec. 29, 2025. NYSE Stock Chart IconStock chart icon S&P 500, YTD performance Those declines are somewhat worrisome given that the final five trading days of the year, and the first two of the next, are a seasonally rewarding stretch — often referred to as […]
Read More
Apple needs to deliver an AI-charged Siri so good it gets older iPhone users to upgrade
Apple CEO Tim Cook speaks as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters Apple has one heck of a mulligan coming ahead of its 50th anniversary in 2026. After failing on its promise to launch an artificial intelligence-supercharged version […]
Read More
Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025. Gonzalo Fuentes | Reuters Meta Platforms said Tuesday that it has acquired Manus, a Singapore-based developer of general-purpose AI agents, as the tech giant continues its […]
Read More
Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal for the stock
Nvidia has considerable room to run after spending billions of dollars on assets from artificial intelligence accelerator chipmaker Groq — a deal that analysts think can give its graphics-processing units an edge over competitors. Groq announced its $20 billion “non-exclusive licensing agreement” with Nvidia on Wednesday, marking the largest such deal in the semiconductor manufacturer’s […]
Read More
One year on from the UK’s grand AI plan: has its infrastructure buildout been a success?
QTS’s data center in Cambois, North East of England When the U.K. announced its AI Opportunities Action Plan — a grand blueprint to deploy the tech across society — in January, Prime Minister Keir Starmer declared the strategy would make the country an “AI superpower.” One of the key pillars of this plan was a […]
Read More
Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 […]
Read More