NVIDIA Corp
Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI […]
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Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk
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. Shop ’til you drop A person carries shopping bags during Black Friday shopping at Garden State Plaza on November 28, 2025 in Paramus, New Jersey. Eduardo Munoz […]
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Stock futures are little changed after S&P 500 posts record close: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE Stock futures traded near the flatline Tuesday night after the broad market S&P 500 notched a record close. Futures tied to the Dow Jones Industrial Average lost 24 points, or 0.05%. S&P 500 futures slipped about 0.05%, while Nasdaq 100 futures were little […]
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Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve
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 is on track for its fourth day of gains Tuesday, buoyed by strength in AI-related names. AI chipmakers and Club […]
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Why we put Alphabet back in the Bullpen — plus, Cramer’s case for Nvidia in 2026
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 Tuesday’s key moments. 1. Stocks were little changed as bond yields rose after a strong third-quarter GDP reading dampened expectations for future Fed interest rate cuts. However, Jim Cramer said the market is […]
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The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says
Former Facebook Chief Privacy Officer Chris Kelly said Monday that the next phase of the artificial intelligence boom will focus on becoming more efficient. As major AI players race to churn out the infrastructure needed to support AI workloads, Kelly told CNBC’s “Squawk Box” that the industry will need to streamline these power-intensive buildouts. “We […]
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Novo Nordisk’s new obesity pill, Alphabet’s data center deal, the end of EV euphoria and more in Morning Squawk
The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, on the outskirts of Copenhagen, Denmark, Nov. 24, 2025. Tom Little | 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 […]
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Stock futures are little changed after S&P 500 notches three-day win streak: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures traded near the flatline Monday night after a strong start to a shortened trading week. Futures tied to the Dow Jones Industrial Average lost 5 […]
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