Apple Inc
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI […]
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U.S. pushes additional tariffs on Chinese chips to June 2027
A silicon wafer with chips etched into is seen as U.S. Vice President Kamala Harris tours a site where Applied Materials plans to build a research facility, in Sunnyvale, California, U.S., May 22, 2023. Pool | Reuters The U.S. will increase tariffs on Chinese semiconductor imports in June 2027, at a rate to be determined at […]
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Novo Nordisk’s new obesity pill, Alphabet’s data center deal, the end of EV euphoria and more in Morning Squawk
The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, on the outskirts of Copenhagen, Denmark, Nov. 24, 2025. Tom Little | Reuters 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 […]
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Stock futures are little changed after S&P 500 notches three-day win streak: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures traded near the flatline Monday night after a strong start to a shortened trading week. Futures tied to the Dow Jones Industrial Average lost 5 […]
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We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch after our unfortunate exit from the Google parent back in March. We got out of the name due to concerns that Google’s Gemini was not advancing quickly enough to compete with OpenAI’s ChatGPT, and because the Justice […]
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Brick trophies, a life-size pink Cadillac and a team sponsorship: Why Lego is going all in on F1
Formula 1 cars and a circuit made with Lego are displayed at the 2025 Canadian International AutoShow at the Metro Convention Centre in Toronto, Feb. 21, 2025. Nurphoto | Getty Images Lego is rebuilding how consumers engage with motorsport brick by brick. In 2025, Lego kicked off a partnership with Formula 1 that brought officially […]
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Tech stocks rebound, Google’s boomerang strategy, Xbox’s slump and more in Morning Squawk
Wall Street and Broad St. signs are seen as New York Stock Exchange building decorated for Christmas at the Financial District in New York City, United States on December 16, 2020. Tayfun Coskun | Anadolu Agency | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five […]
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Google was at risk of losing its dominance — until it promoted this AI executive
Josh Woodward, VP of Google Labs, addresses the crowd during Google’s annual I/O developers conference in Mountain View, California on May 20, 2025. Camille Cohen | AFP | Getty Images Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him. The 42-year-old Oklahoma native, who started at […]
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Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance
Intel was once the world’s largest semiconductor company, but its market cap plummeted in recent years as the chipmaker fell behind Taiwan Semiconductor Manufacturing Co. and spent billions of dollars trying to catch up. Now, Intel has entered high-volume production of 18A, the new chip node it says will turn things around. The biggest problem? […]
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