NASDAQ Composite
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind of speculation that fueled the 1990s dotcom bubble that burst more than two decades ago. According to multiple reports on Wednesday, Amazon is in talks about a potential $10 billion investment in OpenAI in exchange for the […]
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Unemployment rate rises, Tesla’s 2025 turnaround, Siri’s AI upgrade and more in Morning Squawk
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on Dec. 16, 2025. Charly Triballeau | Afp | 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 […]
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CNBC Daily Open: Beauty is in the eye of the U.S. jobs report beholder
Business representatives staff a table at a career fair in Harlem hosted by Assemblymember Jordan Wright on Dec. 10, 2025, in New York City. Spencer Platt | Getty Images The U.S. November jobs report has something for everybody. Those convinced of weakness will highlight the higher-than-expected unemployment rate as well as the number of jobs […]
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Investors are all in on stocks: Bank of America survey shows record low cash level
While the market may be stalling into year-end, investors are keeping the faith, Bank of America data shows. The share of portfolios in cash fell to a record low 3.3% in December, according to the bank’s Global Fund Manager survey. That’s down from 3.7%. Michael Hartnett, chief investment strategist at Bank of America, dubbed the […]
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CNBC Daily Open: AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Dec.15, 2025. Brendan McDermid | Reuters U.S. stocks of late have been shaky as investors turn away from artificial intelligence shares, especially those related to AI infrastructure, such as Oracle, Broadcom and CoreWeave. The worry is that […]
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CNBC Daily Open: Debt worries continue to weigh on AI-related stocks
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15, 2025. Brendan McDermid | Reuters U.S. stocks of late have been shaky as investors turn away from artificial intelligence shares, especially those related to AI infrastructure, such as Oracle, Broadcom and CoreWeave. The worry is that those […]
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These are analysts’ favorite stocks heading into 2026
Wall Street analysts’ favorite stocks heading into the new year include Trade Desk and Netflix . Investors sometimes had a love-hate relationship with artificial intelligence-adjacent stocks in 2025, but in the end the trade accounted for much of the stock market’s gains this year. With a 20% rally, the tech-heavy Nasdaq Composite is set to […]
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Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | 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: 1. Cold front Rotation […]
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CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
Signage at the Broadcom Inc. headquarters in San Jose, California, U.S., on Monday, June 2, 2025. David Paul Morris | Bloomberg | Getty Images The sell-off in artificial intelligence stocks continued unabated Friday stateside. Broadcom shares tumbled more than 11% as investors grew concerned over lower margins and uncertain deals. Names such as Nvidia, Advanced […]
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CNBC Daily Open: Investors sell off tech despite steady Broadcom numbers
Signage at the Broadcom Inc. headquarters in San Jose, California, U.S., on Monday, June 2, 2025. David Paul Morris | Bloomberg | Getty Images The sell-off in artificial intelligence stocks continued unabated Friday stateside. Broadcom shares tumbled more than 11% as investors grew concerned over lower margins and uncertain deals. Names such as Nvidia, Advanced […]
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