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Nvidia earnings, Big Tech’s White House visit, protein prices and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With focus remaining on artificial intelligence’s potential to shake up various industries, I’ve decided to start a mental count of how many times I say or write variations of the term “AI disruption.” S&P 500 futures are little changed this […]
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Billionaire family offices invested in pro soccer, bitcoin and semiconductors before the new year
Leon Cooperman. Scott Mlyn | CNBC A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Private investment firms of the ultra-wealthy capped off 2025 with equity bets ranging from airline stocks to […]
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Instagram to start parent alerts for teen suicide, self-harm searches as Meta trials continue
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., exits Los Angeles Superior Court in Los Angeles, California, US, on Wednesday, Feb. 18, 2026. Kyle Grillot | Bloomberg | Getty Images Instagram said Thursday that it will alert parents when teens repeatedly search for suicide and self-harm terms as parent company Meta comes under scrutiny […]
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Japan’s Nikkei 225 crosses 59,000 first the first time as central bank board picks fuel ‘Takaichi trade’
South Korea’s central bank raised its key interest rate by a quarter-percentage point as expected on Thursday, in a bid to contain inflation and prevent capital outflows as the U.S. Federal Reserve gears up for more hikes. Jung Yeon-je | Afp | Getty Images Japan’s Nikkei 225 hit another record Thursday fueled by “Takaichi trade,” […]
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Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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Nvidia set to report quarterly results after the bell
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia is scheduled to report fiscal fourth-quarter results after the close of regular trading on Wednesday. Here’s what Wall Street is expecting, according to LSEG consensus estimates: EPS: $1.53 adjusted Revenue: $66.2 […]
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Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on February 25, 2026. Timothy A. Clary | Afp | Getty Images U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks look to build on the gains from the prior trading day. The […]
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Normally staid bond investors have a new biggest worry: An AI bubble
Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research. An AI bubble is seen as the top risk for the first time, with investors expecting a surge in bond issuance from hyperscalers, the February poll […]
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Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look
Nvidia’s earnings on Wednesday are expected to show booming sales of the company’s current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year. Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than […]
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These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to […]
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