NVIDIA Corp
Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more
Check out the companies making headlines in midday trading: Dillard’s — Shares fell 7% after the department store posted weaker-than-expected revenue in the holiday quarter. Fourth-quarter revenue came in at $1.99 billion, while analysts polled by FactSet anticipated $2.03 billion. Dillard’s cited winter storms as a driver behind its sales results, which it says hurt […]
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Software stocks rebound as Anthropic announces new partnerships
Software stocks made a comeback on Tuesday after Anthropic hosted its enterprise agents event, where it revealed new partnerships, quelling some investor fears that the sector could be displaced by artificial intelligence. The AI startup launched new updates to Claude Cowork that allow companies to integrate the productivity tool into a host of enterprise apps, […]
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Meta-AMD chip deal, Wall Street’s AI angst, Trump’s State of the Union and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning […]
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Nvidia earnings report collides with Wall Street skepticism over AI spending
Jensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026. Denis Balibouse | Reuters It’s been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far. The lone exception is Nvidia. […]
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026. Bloomberg | Bloomberg | Getty Images A week after Meta committed to using millions of Nvidia’s processors to power its AI expansion, the social media company […]
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Stock futures tick higher after big sell-off due to worries over AI disruption, tariffs: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 23, 2026. Brendan Mcdermid | Reuters Stock futures were slightly higher Tuesday after a rough start to the final week of February’s trading. Futures tied to the Dow Jones Industrial Average added 140 points, or 0.3%, boosted […]
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Intel partners with AI chip startup SambaNova after acquisition talks reportedly failed
SambaNova Systems Welcomes Semiconductor Industry Veteran, Lip-Bu Tan, in an Operational Role as Executive Chairman Source: Business Wire In addition to running Intel, Lip-Bu Tan is chairman of artificial intelligence chipmaker SambaNova, which he first invested in eight years ago. Now Intel is pumping money into the startup as it tries to take on industry […]
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Amazon to spend $12 billion in Louisiana on AI data centers
An aerial view of an Amazon Web Services Data Center known as US East 1 in Ashburn, Virginia, U.S., October 20, 2025. Jonathan Ernst | Reuters Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure to power artificial intelligence and cloud computing. The campuses will […]
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NYSE insider Jay Woods is watching this key level in Nvidia as a tell for the S&P 500
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) Highly awaited quarterly results from Nvidia and two key software stocks will test important levels in the market this week, Jay Woods says. Woods, chief market strategist at […]
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China’s DeepSeek is set to release a new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow for Nasdaq stocks. The Chinese AI company has yet to announce a release date, but it’s expected to be imminent following last week’s conclusion of the Lunar New Year celebration. The startup has announced previous models early […]
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