Morgan Stanley
How Alibaba quietly became a leader in AI
From a Hangzhou startup to a global tech powerhouse, uncover the strategies that turned Alibaba into a multi-billion-dollar empire. Alibaba is transforming itself from an e-commerce giant into a global AI powerhouse. The Chinese tech giant has pledged tens of billions of dollars in investment in AI and cloud infrastructure, fueling the development of its own Qwen language models, the Quark […]
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AI capex spending fears spread to the bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as investor concerns over capex spending and valuations grow. Major U.S. tech names are tapping the bond markets to fund massive infrastructure expansions, with Meta , Alphabet and Oracle all issuing public debt in October. But in a […]
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Home Depot earnings, ‘quiet time’ in the job market, Panera’s new strategy and more in Morning Squawk
Stocks on display at the Nasdaq on Sept. 10, 2025. Danielle DeVries | 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. Bets are off The stock market dropped yesterday, with technology stocks once again […]
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Trump buys at least $82 million in bonds since late August, financial disclosures show
U.S. President Donald Trump speaks about the U.S. government shutdown, during the swearing-in ceremony for Sergio Gor as U.S. Ambassador to India, at the White House in Washington, D.C., U.S., Nov. 10, 2025. Kevin Lamarque | Reuters U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to […]
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‘Vibe revenue’: AI companies admit they’re worried about a bubble
Eakarat Buanoi | Istock | Getty Images LISBON, Portugal — Top tech executives told CNBC they’re concerned about a bubble forming in the artificial intelligence sector, underscoring growing unease within the industry over soaring valuation. In recent weeks, markets have been reckoning with the notion that too much capital is pouring into the AI boom, […]
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Striking Boeing defense workers vote on new contract
FILE PHOTO: A Boeing logo is seen before the opening of the 55th International Paris Airshow at Le Bourget Airport near Paris, France, June 13, 2025. Benoit Tessier | Reuters Roughly 3,200 Boeing defense workers were voting Thursday on a new contract that could end a more than three-month strike that has delayed the manufacturer’s […]
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Stocks making the biggest moves midday: CoreWeave, Fermi, Paramount Skydance, Gemini and more
Check out the companies making the biggest moves midday: Fermi — The energy and data center developer lost 11% after reporting a third-quarter loss of 84 cents per share and a total net loss of almost $347 million. Fermi went public in September at $21 a share in an IPO led by UBS, Evercore ISI, […]
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Morgan Stanley says these ‘dividend hopefuls’ could generate big returns if they initiate a payout
There are a number of companies that have the financial ability to start paying dividends to shareholders, according to Morgan Stanley. Those that do so have the potential to then generate outsized returns for investors, strategist Todd Castagno said in a recent note. The firm found that companies that initiate a regular, quarterly dividend outperformed […]
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As private tech market heats up, PitchBook makes startup data available via ChatGPT
Thomas Fuller | SOPA Images | Lightrocket | Getty Images The private tech market has never been hotter, with companies like OpenAI, SpaceX, Anthropic and Stripe climbing to astronomical valuations. PitchBook, one of the top providers of data on startups, wants to make it easier for users to quickly access information on those companies and […]
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Asia-Pacific markets fall, tracking Wall Street declines on AI valuation concerns
Aerial view of vehicles being driven on the road through the central business district in Beijing, China. Vcg | Visual China Group | Getty Images Asia Pacific markets fell Wednesday, mirroring losses on Wall Street, which was pressured by declines in artificial intelligence-related names like Palantir. Australia’s S&P/ASX 200 started the day down 0.19%. Japan’s […]
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