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Here are 3 major moments that drove the stock market last week
A massive market snapback on Friday couldn’t erase all of the week’s damage. After several days of selling, the tech sector roared back, with the Nasdaq gaining over 2% on Friday. Chipmakers Nvidia and Broadcom led the way, with gains of 7.8% and 7.2%, respectively. The broad-based S & P 500 rose nearly 2% in […]
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Jim Cramer: Amazon spending looks painful but it’s not a reason to sell the stock
Jim Cramer is urging Amazon investors to remain patient and trust the cloud and e-commerce company’s massive spending strategy despite the evident risks it poses to profits. “I have total faith,” Jim said on Friday’s “Squawk on the Street.” “[Amazon CEO Andy Jassy] knows how to do this. So, I believe, and I’m not bolting.” […]
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Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags
A general view of the Google Midlothian Data Center where Texas Gov. Greg Abbott and Alphabet and Google CEO Sundar Pichai are scheduled to speak on Nov. 14, 2025 in Midlothian, Texas. Ron Jenkins | Getty Images Alphabet, Microsoft, Meta and Amazon are expected to spend nearly $700 billion combined this year to fuel their […]
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Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
The tech industry’s surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC’s “Halftime Report.” “The reason for that is because all of these companies’ cash flows are going to start rising,” Huang said. Nvidia shares were up 7% during trading Friday. Huang’s comments come after […]
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We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were rebounding Friday. After a terrible week, technology was leading Friday’s market higher — even as Amazon , technically in the consumer discretionary bucket, pulls […]
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Google and Microsoft offer lucrative deals to promote AI, but even $500,000 won’t sway some creators
Megan Lieu is an influencer who makes content about tech and gives career advice on social media. Tech companies like Microsoft and Google are going after new users for their AI services the way any marketer tries to make their products look cool: through social media influencers. Other artificial intelligence players, including OpenAI, Anthropic and […]
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Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
Big Tech companies have seen over $1 trillion wiped from their market cap over the past week, as fears over AI spending sparked a sell-off. Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to market close on Thursday, as the companies’ earnings reports signaled huge continued capex […]
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CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations
People walk by the exhibit for Amazon Web Services (AWS) at National Retail Federation (NRF) 2026: Retail’s Big Show, in New York City, U.S., Jan. 12, 2026. Kylie Cooper | Reuters Amazon is following in the footsteps of fellow tech giant Microsoft, and not in a good way. Shares of the e-commerce and cloud giant […]
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CNBC Daily Open: Amazon’s projected capex dwarfs that of its peers — which have already spooked markets
The logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany’s headquarters. Sven Hoppe | Picture Alliance | Getty Images Amazon is following in the footsteps of fellow tech giant Microsoft, and not in a good way. Shares of the e-commerce and cloud giant plunged more than 11% in […]
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Amazon learns a tough lesson in a market bailing on tech. Why we must be patient
Amazon shares plummeted Thursday evening after the tech giant revealed a $200 billion capital expenditures plan for this year. Additionally, management’s current quarter profit forecast miss overshadowed what was otherwise a generally good final quarter of 2025. Revenue increased 14% year over year to $213.39 billion, beating expectations for $211.33 billion, according to estimates compiled […]
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