NVIDIA Corp
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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Gulf oil trade, Pentagon’s AI usage, Gen Z’s analog obsession and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Treasury Secretary Scott Bessent told CNBC this morning that President Donald Trump’s 15% global tariff would be implemented this week. He also said the U.S. would make “a series of announcements” to support oil trade in the Gulf. Stock futures […]
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CNBC’s China Connection newsletter: New AI players think global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Nvidia’s latest warning is that Chinese rivals are going to disrupt the world. It’s not just in chips. More often than not, the chatter among […]
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Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
A plume of smoke rises from the port of Jebel Ali following a reported Iranian strike in Dubai on March 1, 2026. Fadel Senna | Afp | Getty Images Nvidia, Amazon and Alphabet are among the big tech firms scrambling to ensure the safety of their employees who are traveling through or based in the […]
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Sam Altman tells OpenAI staffers that military’s ‘operational decisions’ are up to the government
Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event titled “Transforming Business through AI” in Tokyo, on Feb. 3, 2025. Tomohiro Ohsumi | Getty Images OpenAI CEO Sam Altman told employees in an all-hands meeting on Tuesday that the company doesn’t “get to make operational […]
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We’ve been active with trades during the Iran war fallout. Jim Cramer explains our approach
Jim Cramer on Tuesday morning explained why the Investing Club is trying to strike a delicate balance with its moves during the stock market fallout from the Iran war. “Those who flee in moments like this can never get back in,” Jim stressed during the Morning Meeting, as Wall Street sold off sharply on the […]
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Dow drops 1,200 points as oil surges, bond yields climb in response to deepening Iran conflict: Live updates
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 2, 2026. Brendan McDermid | Reuters U.S. equities tumbled on Tuesday, undoing a Monday equity comeback, as oil prices spiked again and traders began to worry the U.S.-Iran conflict could drag on longer than anticipated. The Dow […]
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Retail investors had two favorite trades during Monday’s market turmoil
Mom-and-Pop investors rushed into a pair of trades on Monday following the U.S.-Israeli strikes on Iran. Retail investors sent millions of dollars on a net basis into the State Street Energy Select Sector SPDR ETF (XLE) and Palantir in the first hour of Monday’s session, according to VandaTrack. But the broader market didn’t see the […]
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