iShares Semiconductor ETF
Nvidia earnings report collides with Wall Street skepticism over AI spending
Jensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026. Denis Balibouse | Reuters It’s been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far. The lone exception is Nvidia. […]
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Stocks making the biggest moves premarket: AMD, Home Depot, Hims & Hers Health, Diamondback Energy and more
Check out the companies making headlines before the bell: Advanced Micro Devices — The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. The cost of the deal is unclear, but the companies’ agreement includes […]
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026. Bloomberg | Bloomberg | Getty Images A week after Meta committed to using millions of Nvidia’s processors to power its AI expansion, the social media company […]
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Stock futures tick higher after big sell-off due to worries over AI disruption, tariffs: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 23, 2026. Brendan Mcdermid | Reuters Stock futures were slightly higher Tuesday after a rough start to the final week of February’s trading. Futures tied to the Dow Jones Industrial Average added 140 points, or 0.3%, boosted […]
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Intel partners with AI chip startup SambaNova after acquisition talks reportedly failed
SambaNova Systems Welcomes Semiconductor Industry Veteran, Lip-Bu Tan, in an Operational Role as Executive Chairman Source: Business Wire In addition to running Intel, Lip-Bu Tan is chairman of artificial intelligence chipmaker SambaNova, which he first invested in eight years ago. Now Intel is pumping money into the startup as it tries to take on industry […]
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NYSE insider Jay Woods is watching this key level in Nvidia as a tell for the S&P 500
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) Highly awaited quarterly results from Nvidia and two key software stocks will test important levels in the market this week, Jay Woods says. Woods, chief market strategist at […]
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China’s DeepSeek is set to release a new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow for Nasdaq stocks. The Chinese AI company has yet to announce a release date, but it’s expected to be imminent following last week’s conclusion of the Lunar New Year celebration. The startup has announced previous models early […]
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Tariffs, flight cancellations, OpenAI’s spending reset and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. With the Winter Olympics officially wrapped up, many athletes are leaving Italy with more than just a medal. Stock futures are lower this morning following a winning week for all three major indexes. Here are five key things investors need […]
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Dow futures drop 250 points as Trump raises tariffs again, sowing confusion: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) on February 13, 2026 in New York City. Spencer Platt | Getty Images U.S. stock futures fell on Monday after President Donald Trump said he’s raising his global tariffs to 15% following the Supreme Court’s decision to strike down the president’s “reciprocal” tariffs. […]
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CNBC Daily Open: New Trump tariffs are up after U.S. Supreme Court strikes some down
U.S. President Donald Trump speaks during the National Governors Association Evening Dinner and Reception in the East Room of the White House on February 21, 2026 in Washington, DC, U.S. Al Drago | Getty Images News | Getty Images The U.S. Supreme Court on Friday struck down much of President Donald Trump’s “reciprocal” tariffs, which […]
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