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Monetizers vs manufactures: How the AI market could splinter in 2026
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk
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. Shop ’til you drop A person carries shopping bags during Black Friday shopping at Garden State Plaza on November 28, 2025 in Paramus, New Jersey. Eduardo Munoz […]
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Stock futures are little changed after S&P 500 posts record close: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE Stock futures traded near the flatline Tuesday night after the broad market S&P 500 notched a record close. Futures tied to the Dow Jones Industrial Average lost 24 points, or 0.05%. S&P 500 futures slipped about 0.05%, while Nasdaq 100 futures were little […]
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Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve
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: The S & P 500 is on track for its fourth day of gains Tuesday, buoyed by strength in AI-related names. AI chipmakers and Club […]
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We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch after our unfortunate exit from the Google parent back in March. We got out of the name due to concerns that Google’s Gemini was not advancing quickly enough to compete with OpenAI’s ChatGPT, and because the Justice […]
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S&P 500 coasts to a third year of superior returns. Three key questions for Wall Street entering 2026
When it comes to projecting a year ahead for stocks, all the probabilities and most of the incentives rest with the bulls. The S & P 500 has been positive in three-quarters of all calendar years since 1958, when the index was created in its modern form. The market has gained at least 20% in […]
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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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