Broadcom Inc
Cramer says Boeing is a buy here — plus, Wells Fargo and bank stocks keep rolling
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 Friday’s key moments. 1. Stocks were higher Friday, led by a rebound in Big Tech as the AI trade attempted to regain momentum. Nvidia stock jumped nearly 3% after Bernstein noted it is […]
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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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Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads. That surge came even as investors grew increasingly wary of inflated artificial intelligence valuations and the financing underpinning the rapid expansion of data centers. Global stocks sold off in […]
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CNBC Daily Open: Oracle’s debt seems to be affecting data center funding
A view of Oracle headquarters on September 11, 2023 in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have surrounding Oracle has spilled over from manifesting in its stock price — which has fallen nearly 50% from its all-time high on Sept. 10 — to affecting its projects. Asset management firm Blue […]
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CNBC Daily Open: Concerns over Oracle’s debt spill over into its projects
A view of Oracle’s headquarters in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have surrounding Oracle has spilled over from manifesting in its stock price — which has fallen nearly 50% from its all-time high on Sept. 10 — to affecting its projects. Asset management firm Blue Owl Capital reportedly pulled […]
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S&P 500 futures are little changed as inflation report looms: Live updates
A trader works at the New York Stock Exchange in New York City on Dec. 17, 2025. NYSE S&P 500 futures traded near the flatline on Wednesday night as investors awaited inflation data that could be a catalyst for the market. Futures linked to the broad market index advanced 0.1%, while Nasdaq 100 futures added […]
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Asia-Pacific markets set to fall as rotation out of tech continues; traders await Trump address
US President Donald Trump speaks to reporters after stepping off Air Force One at Joint Base Andrews on Dec. 17, 2025. Andrew Caballero-Reynolds | AFP | Getty Images Asia-Pacific markets were set to fall Thursday as investors on Wall Street continued to rotate out of tech and markets look toward an address by U.S. President […]
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OpenAI in talks with Amazon about investment that could exceed $10 billion
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed […]
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Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales
What started off as a particularly rough year for Tesla investors is turning into quite the celebration. Following a 36% plunge in the first quarter, the stock’s worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time closing high of $489.88, jumping 3.1% on Tuesday. They’re now up 21% for […]
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CNBC Daily Open: AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Dec.15, 2025. Brendan McDermid | Reuters U.S. stocks of late have been shaky as investors turn away from artificial intelligence shares, especially those related to AI infrastructure, such as Oracle, Broadcom and CoreWeave. The worry is that […]
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