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Retail earnings, the new AI leaders, Amazon’s $50 billion investment and more in Morning Squawk
A Dick’s Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San Diego, California. Kevin Carter | Getty Images 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. Checking out […]
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Stocks making the biggest moves premarket: Kohl’s, Nvidia, Dick’s Sporting Goods, Symbotic & more
Check out the companies making headlines before the bell. Nvidia , Alphabet , Broadcom — Nvidia shares were down 3% after The Information reported, citing sources, that Meta Platforms was considering spending billions of dollars on Alphabet’s AI chips. Alphabet shares were up 4% on the back of the report along with Broadcom. Kohl’s — The […]
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Stock futures slip led by Nvidia a day after tech-fueled rally: Live updates
Traders work on the floor of American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Monday, Nov. 24, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures were lower on Tuesday, led by Nvidia, following a winning day on Wall Street thanks to gains in artificial intelligence-linked […]
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Why rural Wisconsin is blocking the AI data center boom: ‘Horses are skittish’
A sign opposing a zoning change for a Microsoft data center appears in Caledonia, Wisconsin, on Sept. 19, 2025. Jordan Novet | CNBC The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields, single-story homes and traffic signs alerting drivers to horseback riders. In September, […]
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Nvidia shares fall 3% on report Meta will use Google AI chips
Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Woohae Cho | Getty Images News | Getty Images Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. Shares […]
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Execs say OpenAI has first hardware prototypes, plan to reveal device in 2 years or less
Sam Altman, CEO of OpenAI attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 8, 2025. David A. Grogan | CNBC OpenAI CEO Sam Altman said on Friday that the artificial intelligence startup has finally finished its first prototypes for […]
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Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
Dario Amodei, co-founder and CEO of artificial intelligence startup Anthropic. Chesnot | Getty Images Anthropic on Monday announced Claude Opus 4.5, its latest artificial intelligence model that the startup says excels at coding, using computers and assisting users with complex enterprise tasks. Claude Opus 4.5 marks Anthropic’s third major model launch in two months, and […]
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Amazon to spend up to $50 billion on AI infrastructure for U.S. government
An aerial view of an Amazon Web Services Data Center known as US East 1 in Ashburn, Virginia, U.S., October 20, 2025. Jonathan Ernst | Reuters Amazon said Monday it will invest as much as $50 billion to expand its capacity to provide artificial intelligence and high-performance computing capabilities for its cloud unit’s U.S. government […]
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Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major technology names flounder. Shares of the Google parent surged more than 5% on Monday, adding to last week’s gain of more than 8%. The Big Tech stock is on track to finish November higher by more than […]
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Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on Nov. 23, 2015. Jim Spellman | WireImage | Getty Images Michael Burry, the investor who shot to fame for calling the housing crash before 2008, has launched a Substack newsletter after deregistering his hedge fund, […]
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