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CNBC Daily Open: Debt worries continue to weigh on AI-related stocks
Technology

CNBC Daily Open: Debt worries continue to weigh on AI-related stocks

Traders work on the floor at the New York Stock Exchange 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 those […]

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These are analysts’ favorite stocks heading into 2026
World

These are analysts’ favorite stocks heading into 2026

Wall Street analysts’ favorite stocks heading into the new year include Trade Desk and Netflix . Investors sometimes had a love-hate relationship with artificial intelligence-adjacent stocks in 2025, but in the end the trade accounted for much of the stock market’s gains this year. With a 20% rally, the tech-heavy Nasdaq Composite is set to […]

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Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk
Technology

Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk

Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | 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: 1. Cold front Rotation […]

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Here are 4 major moments that drove the stock market last week
Technology

Here are 4 major moments that drove the stock market last week

The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third […]

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Wall Street’s most overbought stocks this week don’t include any tech names
World

Wall Street’s most overbought stocks this week don’t include any tech names

Wall Street’s most overbought stocks this week don’t include any technology stocks, a reflection of investors continuing to flee the group in favor of more value-oriented parts of the market. This week, investors cashed in recent gains on high-flying, artificial intelligence growth stocks, rotating instead to overlooked other areas of the market, such as financials, […]

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Broadcom earnings, Lululemon CEO steps down, ‘fibermaxxing’ and more in Morning Squawk
Technology

Broadcom earnings, Lululemon CEO steps down, ‘fibermaxxing’ and more in Morning Squawk

FILE PHOTO: A Broadcom logo and a computer motherboard appear in this illustration taken August 25, 2025. Dado Ruvic | Reuters 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. Chip types The S&P 500 and […]

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CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech
Technology

CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech

Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | Getty Images The S&P 500 and Dow Jones Industrial Average advanced on Thursday, with both hitting fresh closing records. The Russell 2000 index also ended the session at a new high, following the […]

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Asia-Pacific markets trade mostly higher after Wall Street notches fresh record
World

Asia-Pacific markets trade mostly higher after Wall Street notches fresh record

Mount Fuji and the Shinjuku skyline in Tokyo, Japan, on Friday, Feb. 14, 2025. Photographer: Kiyoshi Ota/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Asia-Pacific markets traded mostly higher Friday, tracking Wall Street gains after two key benchmarks hit new records on the heels of the recent Federal Reserve decision to cut rates. […]

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CNBC Daily Open: U.S. stocks hit records despite AI-led tech slide
World

CNBC Daily Open: U.S. stocks hit records despite AI-led tech slide

A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Dec. 11, 2025. Jeenah Moon | Reuters The S&P 500 and Dow Jones Industrial Average advanced on Thursday, with both hitting fresh closing records. The Russell 2000 index also ended the session at a new high, following […]

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The Fed’s hawkish cut, Oracle earnings, Coca-Cola’s next CEO and more in Morning Squawk
Technology

The Fed’s hawkish cut, Oracle earnings, Coca-Cola’s next CEO and more in Morning Squawk

Federal Reserve Chair Jerome Powell speaks during a press conference following the Federal Open Markets Committee meeting at the Federal Reserve on Dec. 10, 2025 in Washington, DC. Chip Somodevilla | 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 […]

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