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Big Tech earnings, Fed cuts rates, Trump-Xi meeting and more in Morning Squawk
Technology

Big Tech earnings, Fed cuts rates, Trump-Xi meeting 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. Magnificent or not? Magnificent Seven members Alphabet, Microsoft and Meta Platforms all beat […]

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CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings
Technology

CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings

The Google corporate office at The Hub building in Warsaw, Poland on Sept. 16th, 2025. Beata Zawrze | Nurphoto | Getty Images The news cycle barely stopped to breathe today. First, Trump meets Xi. U.S. President Donald Trump met Chinese leader Xi Jinping in South Korea on Thursday, during which he struck a 1-year rare […]

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CNBC Daily Open: Capex is the number to look at amid Big Tech earnings
Technology

CNBC Daily Open: Capex is the number to look at amid Big Tech earnings

Signage at Google headquarters in Mountain View, California, US, on Thursday, Oct. 23, 2025. Benjamin Fanjoy | Bloomberg | Getty Images The news is coming in fast and thick. Strap in. First, interest rates. The U.S. Federal Reserve lowered rates by 25 basis points, as expected by traders. But Chair Jerome Powell cautioned that another […]

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Fund managers reveal their bubble recipes and what to watch for as AI stocks soar
Technology

Fund managers reveal their bubble recipes and what to watch for as AI stocks soar

AI is tipped to transform the economy and eventually evolve into a $4.8 trillion market, but the question on everyone’s lips right now is: is the market in a bubble? Everyone from tech CEOs to asset managers and central bankers is worried the promise of AI could quickly turn sour if it doesn’t live up […]

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Market moves after the Fed rate cut — plus, two price target hikes on big-name stocks
Technology

Market moves after the Fed rate cut — plus, two price target hikes on big-name 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: The S & P 500 flipped between positive and negative Wednesday afternoon after Federal Reserve Chairman Jerome Powell said a December interest rate cut was […]

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Nvidia hits T market cap without big China sales. Jim Cramer says that could change
Technology

Nvidia hits $5T market cap without big China sales. Jim Cramer says that could change

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. The S & P 500 and Nasdaq reached record intra-day highs again Wednesday, supported by strength in megacap tech. Club holding Nvidia is leading the pack. “The markets are […]

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CNBC Daily Open: Rallies and tech ‘revolution’ — all powered by AI
Technology

CNBC Daily Open: Rallies and tech ‘revolution’ — all powered by AI

OpenAI CEO Sam Altman (L) shakes hands with Microsoft Chief Technology Officer and Executive VP of Artificial Intelligence Kevin Scott during the Microsoft Build conference at the Seattle Convention Center Summit Building in Seattle, Washington, U.S., on May 21, 2024. Jason Redmond | Afp | Getty Images Investors can’t get enough of artificial intelligence, despite […]

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CNBC Daily Open: It’s a boom, it’s a bubble, it’s still not enough for investors: It’s AI
Technology

CNBC Daily Open: It’s a boom, it’s a bubble, it’s still not enough for investors: It’s AI

OpenAI CEO Sam Altman (L) speaks with Microsoft Chief Technology Officer and Executive VP of Artificial Intelligence Kevin Scott during the Microsoft Build conference at Microsoft headquarters in Redmond, Washington, on May 21, 2024.  Jason Redmond | AFP | Getty Images Investors can’t get enough of artificial intelligence, despite worries over the sector’s excessively high […]

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CNBC Daily Open: Hopes of a U.S.-China deal spark a rally
Technology

CNBC Daily Open: Hopes of a U.S.-China deal spark a rally

U.S. President Donald Trump and China’s President Xi Jinping shake hands before their bilateral meeting during the G-20 leaders summit in Osaka, Japan on June 29, 2019. Kevin Lamarque | Reuters The mere prospect of a U.S.-China trade deal is enough to send markets higher. On Monday stateside, the S&P 500, Dow Jones Industrial Average […]

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CNBC Daily Open: We are all farmers hoping for the end of the U.S.-China trade war
Technology

CNBC Daily Open: We are all farmers hoping for the end of the U.S.-China trade war

U.S. President Donald Trump poses for a photo with China’s President Xi Jinping before their bilateral meeting during the G20 leaders summit in Osaka, Japan, June 29, 2019. Kevin Lamarque | Reuters The mere prospect of a U.S.-China trade deal is enough to send global markets higher. On Monday stateside, the S&P 500, Dow Jones […]

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