Invesco QQQ Trust
Apple appears to be sitting out the AI arms race. Will the strategy work?
Unlike many of its Big Tech counterparts, Apple has refrained from spending massive amounts of money on artificial intelligence. Although that strategy has shareholders sweating, analysts in general aren’t worried. In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That’s far less than what Alphabet , Meta , Microsoft and […]
Read More
UBS downgrades the U.S. stock market. Here’s what has the investment bank worried
Key Points UBS downgraded U.S. equities, saying factors that powered years of outperformance are starting to fade. The dollar risk is a central concern as the firm sees “asymmetric structural downside risks” to the greenback. Another pillar of U.S. stock strength — corporate buybacks — is also losing its edge, the bank said. Source
Read More
World’s largest sovereign wealth fund’s bets on Big Tech and banking drive gains
A view of Bryggen, the historic Hanseatic Wharf in Bergen, Norway, on Sept. 16, 2024. Manuel Romano | Nurphoto | Getty Images Norway’s $2 trillion oil fund, the largest of its kind, generated an annual profit of about $248 billion last year, with strong gains in global equities driving a 15.1% return. Norges Bank Investment […]
Read More
Netflix drops its WBD bid, Block layoffs, Anthropic’s DOD deadline and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I spent last night watching a love triangle play out in the Broadway musical “Chess.” So, it’s only fitting that we bring you the latest updates on Netflix and Paramount Skydance‘s battle for Warner Bros. Discovery in this morning’s edition. […]
Read More
Not all strategies belong in an ETF wrapper. Here’s why
ETF Edge Not all strategies belong in an ETF wrapper. Here’s why Published Fri, Feb 27 20267:00 AM EST Blair Bao WATCH LIVE Source
Read More
CNBC Daily Open: Netflix bows out from Warner Bros. Discovery bidding war
In the latest plot twist of the high-stakes bidding war for Warner Bros. Discovery, Netflix said Thursday it would not increase a counteroffer for the company’s studio and streaming assets, effectively clearing the way for Paramount Skydance’s revised bid to take center stage. That comes after the WBD board deemed Paramount’s revised all-cash bid earlier this week of $31 […]
Read More
Asia markets opens mixed after Wall Street pullback on Nvidia slump
Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets traded mixed Friday, after U.S. stocks declined overnight as Nvidia shares tumbled despite a quarterly earnings beat. Japan’s Nikkei 225 slid 0.6%, while the Topix traded flat. The benchmark Japanese index hit 59,000 […]
Read More
Warner Bros. Discovery deems Paramount Skydance offer superior to Netflix, starting 4-day matching clock
The Paramount logo is shown on a structure at the Paramount studio lot in Hollywood, Los Angeles, California, U.S., Feb. 26, 2026. Mike Blake | Reuters Warner Bros. Discovery has valued Paramount Skydance‘s latest offer as superior to Netflix, another twist in the ongoing sale process. Netflix will have four business days to make changes […]
Read More
DoorDash has been volatile of late but these analysts tout it as a ‘core holding’ for internet investors
DoorDash shares have been volatile of late, but it hasn’t shaken Wall Street’s conviction in growth opportunities for the stock. Shares of the food delivery platform initially tumbled as much as 12% in extended trading on Feb. 18, after DoorDash’s fourth-quarter earnings missed expectations. Its forecast also disappointed as the company warned investments in Deliveroo […]
Read More
Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]
Read More