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Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in markets. Fears have grown in recent months that massive investment in AI by major tech companies could outpace realistic […]
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Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over […]
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Nvidia earnings, Target’s profit outlook, Meta’s antitrust victory and more in Morning Squawk
The Nvidia logo is displayed on a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Justin Sullivan | Getty Images News | Getty Images 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: […]
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The $500 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight
Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for […]
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CNBC Daily Open: AI firms are getting money while their stocks are losing value
Several AI applications can be seen on a smartphone screen, including ChatGPT, Claude, Gemini, Perplexity, Microsoft Copilot, Meta AI, Grok and DeepSeek. Philip Dulian | Picture Alliance | Getty Images Money keeps flowing into artificial intelligence companies but out of AI stocks. In what looks like — once again — a scenario of the left […]
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‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Global stocks are embroiled in a downturn as concerns over an AI bubble continue to mount — and for the first time in two decades, fund managers are flagging concerns about companies “overinvesting.” That’s according to the latest iteration of Bank of America ‘s Global Fund Managers Survey. The poll of 172 fund managers, who […]
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CNBC Daily Open: The flow of money in AI appears one-way at this point
The Anthropic website on Friday, Aug. 22, 2025. Gabby Jones | Bloomberg | Getty Images Money keeps flowing into artificial intelligence companies but out of AI stocks. In what looks like — once again — a scenario of the left hand scratching the right, Microsoft and Nvidia will be investing a combined $15 billion into […]
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Stock futures little changed as S&P 500 notches fourth-straight loss, Nvidia earnings loom: Live updates
Traders work as the market opens on the floor of the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. Spencer Platt | Getty Images Stock futures are little changed Tuesday night after major U.S. indexes extended their losses, driven again by pressure in tech shares. Investors are now readying for […]
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Meta’s big antitrust win, Salesforce’s deal closure, and iPhone’s popularity in China
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. Markets: Stocks continued their recent declines Tuesday as megacap tech lagged on worries about valuations within the artificial intelligence trade. The S & P 500 was […]
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Dow drops 600 points, S&P 500 falls for a fourth day as tech slumps, bitcoin briefly dips below $90,000: Live updates
Traders work on the floor of the New York Stock Exchange. Spencer Platt | Getty Images Stocks fell again on Tuesday after tech shares continued to slide on concern about valuations of artificial intelligence-related stocks and as bitcoin dropped briefly below $90,000, a sign of reduced risk-taking by investors. The Dow Jones Industrial Average was […]
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