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Nvidia reports third-quarter earnings after the bell
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 Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes. Here’s what Wall Street is expecting, […]
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Nvidia earnings, Target’s profit outlook, Meta’s antitrust victory and more in Morning Squawk
The Nvidia logo is displayed on a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Justin Sullivan | Getty Images News | 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 start the trading day: […]
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Meta’s big antitrust win, Salesforce’s deal closure, and iPhone’s popularity in China
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. Markets: Stocks continued their recent declines Tuesday as megacap tech lagged on worries about valuations within the artificial intelligence trade. The S & P 500 was […]
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Home Depot earnings, ‘quiet time’ in the job market, Panera’s new strategy and more in Morning Squawk
Stocks on display at the Nasdaq on Sept. 10, 2025. Danielle DeVries | CNBC 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 day: 1. Bets are off The stock market dropped yesterday, with technology stocks once again […]
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CNBC Daily Open: We could still close the year with a rally despite AI slump
The Nasdaq Composite dropped 0.84% Monday stateside as technology stocks were under pressure, with Apple, Meta and Oracle retreating more than 1% each. Artificial intelligence lynchpin Nvidia performed worse, losing almost 2%. CEO Jensen Huang in October said the chipmaker had “half a trillion dollars” of business on the books for 2025 and 2026. When […]
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Investors hope these three trades will weather a tech stock downturn
As concerns over a U.S. tech bubble linger, investment strategists are mapping out various diversification plays on both sides of the Atlantic to shore up portfolios against a sharp market correction. Market pros told CNBC that European equities, government bonds and value stocks all offer advantages amid valuation concerns in the artificial intelligence space. Arnaud […]
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CNBC Daily Open: AI still under pressure — but some analysts see a year-end rally
People pose for pictures at the Wall Street Bull in New York’s Financial District on June 24, 2024 in New York City. Spencer Platt | Getty Images The Nasdaq Composite dropped 0.84% Monday stateside as technology stocks were under pressure, with Apple, Meta and Oracle retreating more than 1% each. Artificial intelligence lynchpin Nvidia performed […]
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Arm custom chips get a boost with Nvidia partnership
Jensen Huang, CEO of Nvidia, reacts during the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea, October 31, 2025. Kim Soo-hyeon | Reuters Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia’s NVLink Fusion technology. The move will make […]
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Buffett’s Google bet comes 2 decades after billionaire investor ‘inspired’ search giant’s IPO
Key Points Warren Buffett’s Berkshire Hathaway revealed late Friday that it owns a $4.3 billion stake in Google parent Alphabet as of the end of the third quarter. Alphabet shares rallied on Monday and are now up about 50% this year, driven in part by the artificial intelligence boom. Berkshire’s rare bet on a big […]
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Peter Thiel’s hedge fund dumps Nvidia stake, cuts back Tesla position
Peter Thiel ‘s namesake fund exited Nvidia in the third quarter, the latest sign of caution around the high-flying artificial intelligence darling. Thiel Macro zeroed out its stake worth nearly $94 million during the three-month period, regulatory fillings show. It marked the fund’s biggest change by dollar value in the quarter, according to InsiderScore. Thiel’s […]
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