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Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
World

Column: Jensen Huang doesn’t need a new chip. He needs a new moat.

Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next one. He’s turning Nvidia from a chipmaker that’s helping to drive a market cycle into the operating system for the future of artificial intelligence. The shift has mostly gone unnoticed and hasn’t yet been priced in by […]

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Uber to invest up to .25 billion in EV maker Rivian in deal to launch 50,000 robotaxis
Technology

Uber to invest up to $1.25 billion in EV maker Rivian in deal to launch 50,000 robotaxis

The Rivian R2 is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on Nov. 23, 2025 in Los Angeles, California. Josh Lefkowitz | Getty Images Uber Technologies plans to invest up to $1.25 billion in electric vehicle maker Rivian Automotive as part of a deal to deploy up […]

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The Fed decision, Micron earnings, Amazon’s USPS contract and more in Morning Squawk
Technology

The Fed decision, Micron earnings, Amazon’s USPS contract and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. I’m back after a long weekend skiing in Colorado, just in time for yesterday’s Federal Reserve meeting. Stock futures are lower this morning. The three major indexes are coming off a losing day. Here are five key things investors need […]

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Why Western playbooks fail in China — and what it takes for brands to compete
World

Why Western playbooks fail in China — and what it takes for brands to compete

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email China’s $7 trillion consumer market was once a reliable growth engine for Western brands, but as competition intensifies and trends move at digital speed, success if no longer a given. Still, they haven’t given up. Global companies are now turning to private […]

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Amazon says U.S. Postal Service ‘walked away at the eleventh hour’ in negotiations
Technology

Amazon says U.S. Postal Service ‘walked away at the eleventh hour’ in negotiations

An amazon worker unloads packages on November 29, 2024 in New York City.  David Dee Delgado | Getty Images Amazon on Wednesday addressed its business relationship with the U.S. Postal Service, saying in a blog post that recent contract renewal negotiations with the carrier fell apart in December when it “abruptly walked away at the […]

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Cramer weighs in on ‘hack downgrade’ of Starbucks — and what’s behind Amazon’s dip
Technology

Cramer weighs in on ‘hack downgrade’ of Starbucks — and what’s behind Amazon’s dip

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 Wednesday’s key moments. 1. Stocks tumbled on Wednesday following hotter-than-expected wholesale inflation data and rising oil prices caused by the Middle East conflict. Brent crude , the international benchmark, crept back up after […]

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How the red-hot AI data center boom is igniting demand for a new, lucrative career path: trade workers
Technology

How the red-hot AI data center boom is igniting demand for a new, lucrative career path: trade workers

Demand for new AI data centers is surging, but they can’t build themselves. Big Tech is funneling billions into building out these specialized facilities, with the four hyperscalers, Alphabet, Microsoft, Meta, and Amazon, committing nearly $700 billion in combined capex spending this year to fund these developments. Amazon said last month that it’s committing $12 […]

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Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers
Technology

Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers

Sanjay Mehrotra, president and chief executive officer of Micron Technology Inc., during a groundbreaking ceremony for the new Micron Technology Inc. semiconductor manufacturing facility in Clay, New York, US, on Friday, Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron saw its stock triple in 2025, and it’s up nearly 62% so far […]

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Stocks shake off Tuesday’s oil rise — plus, Amazon debuts even faster delivery
World

Stocks shake off Tuesday’s oil rise — plus, Amazon debuts even faster delivery

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Haven’t seen this much since the Iran war started : Oil prices up and stocks up, together. Crude and equities have largely had an inverse relationship […]

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Nvidia’s T projection, Trump’s Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk
Technology

Nvidia’s $1T projection, Trump’s Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. Soon, your garage won’t be the only gym with a Peloton Bike. The fitness company is ramping up its commercial business, announcing yesterday new Bike and Tread products designed for busy gyms. Stock futures are little changed this morning after […]

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