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Trump’s trade deals, Novartis acquires Avidity, Taco Bell’s beverage push and more in Morning Squawk
U.S. President Donald Trump looks on next to people waving Malaysian national flags before he departs on Air Force One from Kuala Lumpur International Airport in Sepang on Oct. 27, 2025. Andrew Caballero-Reynolds | AFP | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key […]
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OpenAI’s spending bonanza has Wall Street focused on capex in Big Tech earnings reports
Microsoft CEO Satya Nadella, right, speaks as OpenAI CEO Sam Altman looks on during the OpenAI DevDay event in San Francisco on Nov. 6, 2023. Justin Sullivan | Getty Images OpenAI’s head-spinning investments announced in recent months have led to increased scrutiny of the hyperscalers, which are all racing to develop infrastructure for the accelerating […]
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Earnings playbook: Five ‘Magnificent Seven’ members are set to report in busy week
One of the busiest weeks of the earnings season is upon us, with more than 150 S & P 500 companies set to report. Among the stocks on deck are five of the “Magnificent Seven”: Apple , Amazon , Alphabet , Meta Platforms and Microsoft . Others include UnitedHealth and Caterpillar . So far, third […]
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Week in review: Stocks hit records on inflation data, earnings — plus, we started a new name
Stocks jumped for the second straight week and reached record highs Friday as Washington trade and shutdown drama took a back seat to cooler inflation data and stronger earnings. The S & P 500 and Nasdaq rose 2% and 2.3%, respectively, for the week. In fact, the S & P 500 on Friday peaked above […]
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‘VOO and chill:’ Why this popular investment strategy may be losing its appeal — even with stocks at all-time highs
Passive investing through exchange-traded funds may be losing its appeal. Tidal Financial Group Chief Revenue Officer Gavin Filmore finds many of his clients are no longer satisfied with buying popular ETFs tied to market indexes. “I think investors are looking beyond just the let’s call it the ‘VOO and chill approach’ where you just buy […]
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AI spending is boosting the economy, but many businesses are in survival mode
Cameron Pappas, owner of Norton’s Florist Norton’s For Cameron Pappas, owner of Norton’s Florist in Birmingham, Alabama, the artificial intelligence boom is a world away. While companies like Nvidia, Alphabet and Broadcom are lifting the stock market to fresh highs and bolstering GDP, Pappas is experiencing what’s happening in the real economy, one that’s far removed […]
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What Cramer expects from 10 stocks reporting earnings next week; calls two buys
Earnings season next week goes into overdrive as more than 150 companies in the S & P 500 report their quarterly results. Most of the “Magnificent Seven” tech firms are among them. With Tesla already out and Nvidia not out until Nov. 19, that leaves Alphabet and Club names Amazon , Apple , Meta Platforms […]
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OpenAI’s new Sora 2 video generation app went viral. Is it a real threat to Meta?
Meta is facing new pressure from OpenAI, the juggernaut behind ChatGPT, which is now making waves in short-form video with its viral hit, Sora 2. The new app combines AI-powered video generation with a social feed that mimics TikTok and Instagram Reels. Less than five days after its Sept. 30 launch , Sora 2 racked […]
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Apple begins shipping American-made AI servers from Texas
Workers at a factory in Houston, Texas build servers for Apple. Apple Apple has started shipping advanced servers for artificial intelligence applications out of a factory in Houston, Texas, the company announced on Thursday. These servers are a core part of Apple’s commitment to spend $600 billion in the U.S. on advanced manufacturing, suppliers, and […]
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Trump White House ballroom financed by Big Tech and these other corporate donors
U.S. President Donald Trump speaks holding a photos of the new ballroom during a meeting with NATO Secretary General Mark Rutte in the Oval Office of the White House in Washington, DC on October 22, 2025. Salwan Georges | The Washington Post | Getty Images Big Tech and other publicly traded companies are helping to […]
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