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AI stock rally may be driven by fear of missing out, but strategists say hold tight
A television broadcasts crypto market news at the Nasdaq MarketSite in New York, US, on Thursday, Nov. 20, 2025. Michael Nagle | Bloomberg | Getty Images AI-related equity valuations may be driven by fear of missing out, known as FOMO — but now’s not the time to get cold feet, according to strategists. Global equities are at […]
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Strategist reveals an ‘asymmetric AI’ trade: ‘A lot of upside without much downside’
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’ head of multi-asset income Dorian Carrell said convertible bonds were an asset class “people don’t talk about enough” and were up around 15% so far this year. “We think that’s an asymmetric AI story. Very high risk-return, very high components of supply chain and […]
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Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said. “The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets,” […]
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Stock futures are little changed after major U.S. indexes snap five-day win streaks: Live updates
A Trader works on the floor of the New York Stock Exchange (NYSE) in New York on November 21, 2025. Angela Weiss | Afp | Getty Images Stock futures are relatively flat Monday night after a weak start to December trading. Futures tied to the Dow Jones Industrial Average were barely changed. The S&P futures […]
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Broadcom gets more Street approval, but Cramer says it’s not in a race with Nvidia
Broadcom ‘s custom chips are no threat to Nvidia , according to the latter’s CEO. Broadcom’s application-specific integrated circuits (ASICs), also known as custom chips, have soared in popularity with hyperscalers, such as Alphabet ‘s Google. The key partnership led to the successful launch of Google’s Gemini 3. The latest iteration of the AI model was […]
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Meta’s Instagram orders employees back to the office 5 days a week
Instagram has installed a new privacy setting which will default all new and existing underage accounts to an automatic private mode. Brandon Bell | Getty Images Instagram will require U.S.-based employees to work five days a week in an office, Meta confirmed on Monday. The new return-to-office policy will take effect on Feb. 2 and […]
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Stocks end November with mixed results despite a strong Thanksgiving week rally
A Thanksgiving week rally couldn’t put all three major indexes in the green for November. The S & P 500 gained nearly 4% for the week, while the Dow Jones Industrial Average added more than 3% — a strong enough showing for each to eke out gains for the month. It extends their streak of […]
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CME disruption, Black Friday, the K-beauty boom and more in Morning Squawk
CME Group sign at NYMEX in New York. Adam Jeffery | CNBC 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 to start the trading day: 1. Down and out Stock futures trading was halted this morning after a data center “cooling […]
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CNBC Daily Open: November hasn’t been kind — or typical — for U.S. stocks
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 26, 2025. Brendan McDermid | Reuters The U.S. stock market was closed Thursday stateside for Thanksgiving Day and will reopen on Friday until 1 p.m. ET. With approximately just 3 hours of trading left for the month, […]
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CNBC Daily Open: A rough and historically atypical November for U.S. stocks
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 26, 2025. Brendan McDermid | Reuters The U.S. stock market was closed Thursday stateside for Thanksgiving Day and will reopen on Friday until 1 p.m. ET. With approximately just 3 hours of trading left for the month, […]
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