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CNBC Daily Open: Hawkish hold from BOJ sets central bank stage
The Bank of Japan headquarters in Tokyo on May 30, 2024. Kazuhiro Nogi | Afp | Getty Images Hello, this is Katie Foley writing to you from London. I spend my mornings leading the London TV teams as we prepare to take Europe Early Edition and Squawk Box Europe to air. Over the last two […]
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Stock futures inch higher after the S&P 500 posts another record, Wall Street awaits earnings: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stock futures ticked up on Monday night after the S&P 500 and Nasdaq Composite closed the regular session with new records. S&P 500 futures and Nasdaq Composite futures each added about 0.2%. Futures tied to the Dow Jones Industrial Average gained 61 […]
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OpenAI shakes up partnership with Microsoft, capping revenue share
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in Washington, D.C., U.S., March 11, 2026. Kylie Cooper | Reuters OpenAI and Microsoft on Monday announced a revamped partnership agreement that will allow the artificial intelligence company to serve customers across any cloud provider. As […]
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WHCD shooting, DOJ ends Powell probe, Musk vs. Altman and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. We have a big week ahead of us: In addition to earnings reports from key automakers and five of the “Magnificent Seven,” the Federal Reserve will make its next monetary policy decision and the trial between Elon Musk and Sam […]
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CNBC Daily Open: Security scare and stalled Iran talks
President Donald Trump on stage as gun shots heard at the White House Correspondents Dinner in Washington, D.C. on April 25th, 2026. Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. The attempted shooting at the White House Correspondents’ Association Dinner dominated headlines over the weekend, […]
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AI talent war: Software industry is a new target as top executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam Altman (C) and Anthropic CEO Dario Amodei (R) at the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Software giants are seeing their worst stock performance in years […]
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Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks are not for the faint of heart. Neoclouds are building AI-dedicated computing infrastructure and represent the risky edge of artificial intelligence investing. They stand in contrast to the hyperscalers, such as Amazon Web Services , Google Cloud […]
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Cramer’s week ahead: Record highs meet a pivotal week for tech earnings
Key Points CNBC’s Jim Cramer said the market has become a “beast”, driven by a powerful rally in data center and AI-related stocks. He then turned to the week ahead, where a packed slate of tech earnings will test whether the surge can continue or if expectations have gotten too high. CNBC’s Jim Cramer said […]
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Nvidia stock closes at record, pushing market cap past $5 trillion
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Carlos Barria | Reuters Nvidia shares closed at a record on Friday for the first time since October, pushing the company’s market cap past $5 trillion, as investors piled into the AI chip trade ahead […]
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Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip win on Friday may help explain why. Shares of the e-commerce and cloud giant popped nearly 3% to above $263 each, on track for their second record-high close this week. The latest catalyst: Friday morning’s announcement that […]
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