Investment strategy
Nvidia turns red even after an earnings blowout. One analyst’s note may explain why
Nvidia turned red on Wednesday, giving up a sizable gain, even after what appeared to be impeccable results and guidance . That left investors and traders scrambling to find out why. One analyst may have the answer. Out of Wall Street’s major investment banks, Deutsche Bank stood alone Wednesday with its neutral stance on Nvidia […]
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Why Eaton’s CFO change isn’t a red flag — plus, Palo Alto’s buzzy new deal
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 Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up […]
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Ray Dalio says we are definitely in a bubble, but that doesn’t mean you should sell yet
Get Morning Squawk directly to your inbox Nvidia’s rally lifted the stock market, with Wall Street appearing to move past fears around the AI trade faltering that weighed on stocks in recent sessions. The technology-heavy Nasdaq Composite has climbed nearly 17% in 2025, propelled by gains in megacap tech stocks amid continued excitement around AI. […]
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Nvidia’s earnings blowout, Walmart’s outlook, Fed minutes and more in Morning Squawk
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | 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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Nvidia’s beat and raise should wow even its most hardened critics, and the stock soars
Nvidia on Wednesday evening delivered better-than-expected quarterly results, with a guide that should impress even those with the highest of expectations. Revenue in the company’s fiscal 2026 third quarter grew 62% year over year to $57.01 billion, outpacing the $54.92 billion the Street was looking for, according to estimates compiled by data provider LSEG. Adjusted […]
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Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they already knew. The appetite for AI compute remains insatiable. But the real debate — whether all this capacity being built today will be profitable tomorrow — remains unresolved. Investors aren’t pressing that issue just yet, choosing instead […]
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Fed minutes show divide over October rate cut and cast doubt about December
Key Points While the Federal Open Market Committee approved a cut at the meeting, the path forward looks less certain. Disagreements stretched into the outlook for December, with officials expressing skepticism about the need for an additional cut that markets had been widely anticipating, with “many” saying that no more cuts are needed at least […]
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The S&P 500 dropped below a key technical level this week, threatening a year-end rally
The S & P 500 is poised to snap a four-day slide on Wednesday, but the pressure the index has been under this week might not be over. Persistent fears around valuation levels for artificial intelligence stocks have plagued the major averages lately. While investors were optimistic Wednesday that Nvidia’s third-quarter earnings after market closes […]
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Kraken confidentially files for IPO following $800 million raise
Crypto World Kraken confidentially files for IPO following $800 million raise Published Wed, Nov 19 20251:58 PM EST Liz Napolitano@LizKNapolitano WATCH LIVE Source
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Muddy Waters Capital’s Carson Block makes rare long call in Canadian miner Snowline Gold
Key Points Snowline, valued at about C$2.1 billion, has made what Block called a “first-of-its-kind” discovery in Canada’s Yukon territory. “This is one of the few assets globally that can move the needle for a mid- or large-cap gold miner,” Block’s presentation materials stated, calling the firm “an elephant.” Source
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