Apple Inc
We’re raising our Corning price target after a shortsighted post-earnings decline
Shares of high-tech glass maker Corning dropped 2.5% on Tuesday after climbing more than 80% this year. Investors took profits after what were solid earnings. We weren’t among them. In fact, we bought the pullback on Tuesday morning, shortly after underserved post-earnings weakness developed. Corning makes specialty glass for data center cables and screens for […]
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Jensen Huang says Nvidia’s AI chips are now being manufactured in Arizona
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media prior to the keynote address at the Nvidia AI summit in Washington, DC, US, on Tuesday, Oct. 28, 2025. Kent Nishimura | Bloomberg | Getty Images Nvidia CEO Jensen Huang said at the company’s GTC conference on Tuesday that its Blackwell […]
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Apple, Microsoft cross $4 trillion market cap
Apple CEO Tim Cook, left, and Microsoft CEO Satya Nadella. Reuters Apple and Microsoft shares rose on Tuesday, pushing the companies over a market cap of $4 trillion. Both companies are still behind Nvidia, which is the world’s most valuable company with a market cap of over $4.6 trillion. Microsoft previously hit the $4 trillion […]
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Google investors have big expectations after stock’s sharpest quarterly rally in 20 years
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 Alphabet has a high bar to clear when it reports earnings Wednesday. The company’s stock price soared 38% in the third quarter, its best quarterly […]
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Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 15%
Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which has so far dominated the market for AI semiconductors. The stock soared 15% following the news. The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, […]
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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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