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CNBC Daily Open: Tremors spread globally as Middle East conflict rages on
In this handout released by the U.S. Navy, aircraft are staged for flight operations on the flight deck of the Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) in support of Operation Epic Fury on March 2, 2026 at sea. U.S. Navy | Getty Images What you need to know today A vote to force […]
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Anthropic and the Pentagon are back at the negotiating table, FT reports
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic CEO Dario Amodei is back at the negotiating table with the U.S. Department of Defense after the breakdown of talks on […]
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CNBC Daily Open: China sets lowest growth target in decades
A plume of smoke rises after a strike on Tehran on March 4, 2026. Atta Kenare | AFP | Getty Images What you need to know today China on Thursday set its GDP growth target for 2026 at 4.5% to 5% — the lowest target on record going back to the early 1990s — according […]
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Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of its custom AI chip business. The report showed that despite fading enthusiasm for Broadcom’s stock, its most important business still has the wind at its back. Revenue in the fiscal first quarter of 2026, which ended Feb. […]
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Asia markets set to rebound after steep selloff; investors watch China’s ‘Two Sessions’
People walking through the neon lit night streets of Sinchon in the heart of Seoul, South Korea’s vibrant capital city. Fotovoyager | E+ | Getty Images Asia-Pacific markets were set to open higher Thursday, rebounding after several days of steep losses as sentiment improved following overnight gains on Wall Street and easing concerns over surging […]
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South Korea stocks crashed 18% in two days. Could it happen here?
A man walks past in front of an electronic screen showing South Korea’s benchmark stock index (KOSPI) at the Korea Exchange in Seoul on March 3, 2026. Jung Yeon-je | Afp | Getty Images South Korean stocks quickly fell from grace following the U.S. and Israeli strikes on Iran. But Wall Street doesn’t see that […]
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Tech industry group expresses ‘concern’ to Pete Hegseth over supply chain risk label
Pete Hegseth, US secretary of defense, arrives for a medal of honor ceremony in the East Room of the White House in Washington, DC, US, on Monday, March 2, 2026. Jim Lo Scalzo | EPA | Bloomberg | Getty Images A tech industry group, whose members include Nvidia, Google and Anthropic, sent a letter to […]
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Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform at the annual Consumer Electronics Show in Las Vegas, Jan. 6, 2026. Patrick T. Fallon | Afp | Getty Images Nvidia CEO Jensen Huang said the company’s recent $30 billion investment in OpenAI “might be the last time” it invests in the […]
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Broadcom earnings are out after market close. What top analysts are expecting
Broadcom results out Wednesday evening could be make-or-break for the stock as jitters around the artificial intelligence trade remain. Shares of the high-flying chipmaker rallied more than 49% in 2025 — and more than 107% the year prior — as the company has benefited from demand for its custom AI accelerator chips, or ASICs. The […]
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Broadcom set to report earnings after the bell
Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022. Ying Tang | Nurphoto | Getty Images Broadcom is set to report fiscal first-quarter results after market close on Wednesday. Here’s what analysts polled by LSEG are expecting: Earnings per share: $2.03 adjusted Revenue: $19.18 billion At that […]
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