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AI chip trade, Saks’ bankruptcy woes, Trump’s health-care plan and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. This week isn’t even over yet, but I’m already gearing up for next week’s big events: the World Economic Forum in Davos, a major Supreme Court case and Netflix earnings. S&P 500 futures are higher this morning after yesterday’s winning […]
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AI trade back on? The company behind chip leaders like Nvidia and AMD just raised its spending forecast
Robust earnings results from Taiwan Semiconductor Manufacturing Co. just gave a huge lift to the artificial intelligence trade. TSMC on Thursday posted a 35% year-over-year increase in profit for its fourth quarter, handily beating Wall Street’s estimates and hitting a fresh record. Its high-performance computing division, which includes artificial intelligence and 5G applications, made up […]
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This pharma stock just got whacked — there’s still a major catalyst ahead
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. Stocks were climbing on Thursday led by semiconductors and AI-related names. Taiwan Semiconductor rallied more than 5% after reporting strong fourth quarter results and forecasting higher […]
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Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in […]
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CNBC Daily Open: Greenland and Iran tensions drive investors to gold and silver
Denmark’s Foreign Minister Lars Loekke Rasmussen and Greenland’s Foreign Minister Vivian Motzfeldt prepare at the Danish embassy for a meeting with the U.S. Vice President J.D. Vance and Foreign Minister Marco Rubio that will take place at the White House, in Washington D.C., U.S., January 14, 2026. Mads Claus Rasmussen | Via Reuters Top officials […]
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Asia-Pacific markets set to trade mixed as investors await Bank of Korea decision
Sunset scene of light trails traffic speeds through an intersection in Gangnam center business district of Seoul at Seoul city, South Korea Mongkol Chuewong | Moment | Getty Images Asia-Pacific markets were set to trade mixed Thursday as investors awaited a policy decision from the Bank of Korea. South Korea’s central bank is expected to […]
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Stock futures are little changed after S&P 500, Dow slide for two straight sessions: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on January 14, 2026 in New York City. Michael M. Santiago | Getty Images Stock futures were near flat Wednesday night as the S&P 500 comes off of two consecutive days of losses. Futures tied to the Dow Jones Industrial Average […]
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China’s ban on cybersecurity software roils three of our stocks — here’s our view
Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet, […]
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Salesforce releases updated Slackbot powered by Anthropic’s AI model
Salesforce CEO Marc Benioff delivers the keynote address at the start of the Dreamforce conference in San Francisco on Oct. 14, 2025. Jessica Christian | San Francisco Chronicle | Getty Images Salesforce is bolstering its Slack app with generative artificial intelligence to help users find relevant information and sort through the mountains of communication chaos. […]
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Stock futures are little changed ahead of jobs report, potential tariff ruling: Live updates
Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York City, U.S., Jan. 7, 2026. Brendan McDermid | Reuters Stock futures were near flat Thursday night ahead of a key jobs report and a potential U.S. Supreme Court ruling on tariffs. Futures tied to the Dow Jones […]
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