Investment strategy
Why AI demand is pushing data centers to the edge of Europe
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Investment in data centers is surging. After more than $61 billion in deals in 2025, the sector is expected to require nearly $7 trillion by 2030 to meet rising AI demand. In Europe, data centers are moving away from saturated hubs toward […]
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Trump rejects Iran’s proposal, Alphabet’s rally, Target ‘baby boutiques’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. Several pharmaceutical stocks are climbing this morning amid the recent hantavirus outbreak. Officials say the public health risk from the virus is low. Stock futures are little changed this morning following a winning week for all three major indexes. Here […]
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Circle raises $222 million from BlackRock, Apollo and others in Arc token presale valued at $3 billion
Circle Internet Group has raised $222 million in the presale of Arc, the native token of its new blockchain, as the company looks to expand beyond its core business of issuing the USDC stablecoin, CNBC has learned. Andreessen Horowitz served as the lead investor in the raise with a $75 million investment. Other investors include […]
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Retailers are on a hiring spree. But consumers are sending warning signs
A woman walks past a “Now Hiring” sign in front of a store on January 13, 2022 in Arlington, Virginia. Olivier Douliery | AFP | Getty Images Retailers are ramping up hiring this year, defying economic concerns as consumers keep shopping. The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of […]
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Memory chip makers are looking at a ‘supercycle’ and ‘windfall gains.’ The stocks jumped 30% in one week
Memory chip makers have been riding a wave of surging demand that’s boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a correction, analysts are increasingly talking about this demand as evidence of a “supercycle” in the sector. They think it could last for years, […]
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Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC’s Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center stocks, and next week will test whether investors keep rewarding nearly any positive AI-related development. “This market keeps going up and up on the same old stuff: news about semiconductors, even old news about semiconductors, retreaded news […]
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How much further does this Teflon market have to go? Here’s what traders say
Key Points The S&P 500 crossed 7,400 for the first time on Friday, and traders on prediction markets platform Kalshi place 59% odds the index crosses 8,000 in 2026. That index crossed 7,000 for the first time in January. Source
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Investors are snapping up muni funds at fastest pace in 5 years. Why the good times may last
Volatility hasn’t dampened demand for municipal bonds. The assets performed dismally in March but rebounded in April. In fact, the ICE BofA US Municipals Securities Index posted its first positive April since 2021 and the strongest one since 2014. Munis are free of federal tax and, if the holder lives in the state in which […]
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Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’
Michael Burry attends “The Big Short” New York screening Ziegfeld Theater on Nov. 23, 2015 in New York City. Astrid Stawiarz | Getty Images Michael Burry of “Big Short” fame is warning that the stock market’s fixation on artificial intelligence is beginning to resemble the final stages of the dot-com bubble. “Absolutely non-stop AI. Nobody […]
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Jim Cramer says this struggling stock could remain under pressure in AI-driven market
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. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists’ expectations for […]
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