NVIDIA Corp
S&P 500 hits new highs, flight cancellations, the restaurant industry’s value push and more in Morning Squawk
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17, 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. Green Christmas Joy to […]
Read More
Stocks making the biggest moves premarket: DigitalBridge, Praxis Precision Medicines, Coupang & more
Check out the companies making headlines before the bell: DigitalBridge — The private equity firm that invests in data centers and other assets surged more than 32% after Bloomberg News, citing unnamed sources, said Japan’s SoftBank is in advanced talks to acquire DigitalBridge. The deal could be announced as soon as Monday, Bloomberg reported. Nvidia […]
Read More
Nvidia takes $5 billion stake in Intel under September agreement
Nvidia has purchased Intel shares worth $5 billion, the American semiconductor firm said in a filing on Monday, carrying out a transaction announced in September. The leading AI chip designer said in September it would pay $23.28 per share for Intel common stock, in a deal seen as a major financial lifeline for the chipmaker […]
Read More
From data center spas to servers in space: How the energy crunch is reshaping cloud computing
Lenovo in partnership with AKT II and Mamou-Mani imagines the data centers of the future: a data center spa James Cheung, partner at Mamou-Mani Artificial intelligence is advancing at breakneck speed, forcing a rethink of how the power-hungry servers behind the boom can coexist with — and draw less from — the environment. Data centers […]
Read More
Morgan Stanley says these are top stock picks in 2026, including Nvidia
Morgan Stanley named several stocks that are best positioned going in to 2026. The Wall Street investment bank said companies such as Nvidia are its top ideas for next year. Other overweight-rated names screened by CNBC Pro include: Western Digital, Spotify and Palo Alto Networks. Spotify Spotify is firing on all cylinders, Morgan Stanley said. […]
Read More
One year on from the UK’s grand AI plan: has its infrastructure buildout been a success?
QTS’s data center in Cambois, North East of England When the U.K. announced its AI Opportunities Action Plan — a grand blueprint to deploy the tech across society — in January, Prime Minister Keir Starmer declared the strategy would make the country an “AI superpower.” One of the key pillars of this plan was a […]
Read More
Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 […]
Read More
Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk
A trader works on the floor of the New York Stock Exchange. NYSE 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. Tiptoeing toward a winning week Stock futures are little changed after the Christmas holiday […]
Read More
Stocks making the biggest moves premarket: Nvidia, Micron, SanDisk & more
Check out the companies making headlines before the bell. Nvidia — The semiconductor firm’s stock rose 0.5% after it agreed to pay $20 billion to acquire assets from artificial intelligence startup Groq, marking its largest purchase ever. Micron Technology , SanDisk — The digital memory firms’ stocks were up after DigiTimes reported , citing industry […]
Read More
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, on Sept. 23, 2025. Shelby Tauber | Pool | Reuters Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They’re off to a rough start. Oracle shares have plummeted 30% […]
Read More