Microsoft Corp
The underrated UK stocks to avoid AI bubble concerns, according to this fund manager
A weaker dollar and hefty AI-related stock prices have led investors to look for deals elsewhere — and the U.K. is a good place to start, according to Sean Peche, portfolio manager at Ranmore. “You’ve got to be selective about what you buy but there’s lots of other opportunities out there in the world,” Peche […]
Read More
Defense startup Govini founder Eric Gillespie charged in child sex sting
Mug shot of Eric Gillespie, Govini Founder and Chairman. Courtesy: Pennsylvania Attorney General The founder of Virginia-based defense startup Govini was arrested on charges of attempting to solicit a pre-teen girl for sexual contact in Pennsylvania, authorities said Monday. The founder, Eric Gillespie, 57, was charged with four felonies, including multiple counts of unlawful contact […]
Read More
What Anthropic’s $50 billion AI infrastructure investment means for these 3 portfolio stocks
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 were mixed Wednesday as Wall Street hoped for an end to the government’s record-breaking shutdown. The House is set for a final vote in […]
Read More
Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers
Anthropic announced plans Wednesday to spend $50 billion on a U.S. artificial intelligence infrastructure build-out, starting with custom data centers in Texas and New York. The facilities, which will be designed to support the company’s rapid enterprise growth and its long-term research agenda, will be developed in partnership with Fluidstack. Fluidstack is an AI cloud […]
Read More
Paramount cuts costs, SoftBank sells its Nvidia stake, Warren Buffett’s new tradition and more in Morning Squawk
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 10, 2025. Brendan McDermid | Reuters 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. The reopening trade […]
Read More
AI spending is not all equal. Wall Street rewards hyperscalers, punishes DoorDash and Duolingo
Duolingo, Doordash and Roblox apps Tiffany Heard-Grear | Bloomberg | Getty Images Across the tech sector this earnings season, companies told Wall Street to get ready for ramped up spending as the artificial intelligence boom accelerates. But while investors largely rewarded the megacaps for their boosted capital expenditure forecasts, or just shrugged off their guidance, […]
Read More
CNBC Daily Open: Days of declines won’t keep AI trade down
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 10, 2025. Brendan McDermid | Reuters Investors piled back into artificial intelligence names on Monday stateside. Shares of Nvidia jumped 5.8%, Broadcom advanced 2.6% and Microsoft climbed 1.9% to end its eight-day losing streak, its longest consecutive […]
Read More
CNBC Daily Open: AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares of Nvidia jumped 5.8%, Broadcom advanced 2.6% and Microsoft climbed 1.9% to end its eight-day losing streak, its longest consecutive decline since 2011. Market watchers are hoping that another historically long streak — the U.S. government shutdown […]
Read More
Stock futures are little changed after AI trade roars back: Live updates
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 10, 2025. Brendan McDermid | Reuters Stock futures are near the flatline on Monday night after a strong start to the trading week. Futures tied to the Dow Jones Industrial Average rose 23 points, or 0.03%. […]
Read More
Asia-Pacific markets set to open mixed after Wall Street gains on revived AI trade
A landscaped Sunset shot over Osaka toward the Dojima River, we see the modern city skyline of Osaka in the shot, this is a beautiful shot of the sunset with beautiful orange colors, over the modern city. ©Fitopardo | Moment | Getty Images Asia-Pacific markets were set to open mixed Tuesday, after Wall Street gained […]
Read More