NVIDIA Corp
Taiwan will invest $250 billion in U.S. chipmaking under new trade deal
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion […]
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Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in […]
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Greenland talks, oil’s retreat, the latest on the Netflix-WBD deal and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. Nike’s first pickleball deal has me thinking I should fish my paddles out of the closet and start practicing. I’ll be spending this evening with some of our readers at CNBC Pro Live at the New York Stock Exchange, so […]
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CNBC Daily Open: Greenland and Iran tensions drive investors to gold and silver
Denmark’s Foreign Minister Lars Loekke Rasmussen and Greenland’s Foreign Minister Vivian Motzfeldt prepare at the Danish embassy for a meeting with the U.S. Vice President J.D. Vance and Foreign Minister Marco Rubio that will take place at the White House, in Washington D.C., U.S., January 14, 2026. Mads Claus Rasmussen | Via Reuters Top officials […]
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China’s AI chip firms are going public fast. But its crown jewel is staying private
China’s artificial intelligence chip sector has drawn heavy investor interest following a string of successful initial public offerings. But while those newly listed firms have led market gains, analysts say they are not leading China’s effort to reduce reliance on Nvidia. Instead, most analysts point to tech giant Huawei and its secretive chip unit, HiSilicon, […]
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Asia-Pacific markets set to trade mixed as investors await Bank of Korea decision
Sunset scene of light trails traffic speeds through an intersection in Gangnam center business district of Seoul at Seoul city, South Korea Mongkol Chuewong | Moment | Getty Images Asia-Pacific markets were set to trade mixed Thursday as investors awaited a policy decision from the Bank of Korea. South Korea’s central bank is expected to […]
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Stock futures are little changed after S&P 500, Dow slide for two straight sessions: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on January 14, 2026 in New York City. Michael M. Santiago | Getty Images Stock futures were near flat Wednesday night as the S&P 500 comes off of two consecutive days of losses. Futures tied to the Dow Jones Industrial Average […]
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Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge
US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S. […]
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Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker’s IPO
Andrew Feldman, co-founder and CEO of Cerebras Systems, speaks at the Raise summit in Paris on July 8, 2025. The annual conference gathers global leaders and key speakers in tech and AI. Nathan Laine | Bloomberg | Getty Images AI chipmaker Cerebras has signed a deal with OpenAI to deliver 750 megawatts of computing power […]
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China’s ban on cybersecurity software roils three of our stocks — here’s our view
Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet, […]
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