NVIDIA Corp
Nvidia turns red even after an earnings blowout. One analyst’s note may explain why
Nvidia turned red on Wednesday, giving up a sizable gain, even after what appeared to be impeccable results and guidance . That left investors and traders scrambling to find out why. One analyst may have the answer. Out of Wall Street’s major investment banks, Deutsche Bank stood alone Wednesday with its neutral stance on Nvidia […]
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Why Eaton’s CFO change isn’t a red flag — plus, Palo Alto’s buzzy new deal
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 Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up […]
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Ray Dalio says we are definitely in a bubble, but that doesn’t mean you should sell yet
Get Morning Squawk directly to your inbox Nvidia’s rally lifted the stock market, with Wall Street appearing to move past fears around the AI trade faltering that weighed on stocks in recent sessions. The technology-heavy Nasdaq Composite has climbed nearly 17% in 2025, propelled by gains in megacap tech stocks amid continued excitement around AI. […]
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Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders
Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows […]
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U.S. greenlights AI chip exports to Gulf tech giants after Saudi Crown Prince’s Washington visit
U.S. President Donald Trump and Crown Prince and Prime Minister Mohammed bin Salman of Saudi Arabia stand for a photo with Tesla CEO Elon Musk, Nvidia CEO Jensen Huang and other participants at the U.S.-Saudi Investment Forum at the Kennedy Center on Nov. 19, 2025 in Washington, DC. Win McNamee | Getty Images The U.S. […]
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Stocks making the biggest moves premarket: Nvidia, Walmart, Palo Alto Networks & more
Check out the companies making headlines before the bell: Nvidia — The chipmaker popped 5% after it reported fiscal third-quarter results that were well above expectations. Nvidia’s fourth-quarter revenue guidance was also stronger than analysts anticipated. Walmart — The retail giant gained rose slightly on better-than-expected results for the third quarter. Walmart earned an adjusted […]
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Nvidia’s earnings blowout, Walmart’s outlook, Fed minutes and more in Morning Squawk
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | 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 […]
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As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks
Carolina Panthers owner David Tepper listens to a question during a press conference in 2022. Alex Slitz | Tribune News Service | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your […]
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Stock futures rally as Nvidia’s strong forecast reignites the AI trade: Live updates
Traders work at the New York Stock Exchange on Nov. 19, 2025. NYSE Stock futures rose Thursday as investors digested Nvidia’s latest quarterly beat. The report appeared to help restore confidence in major technology stocks, providing a boost to the broader market. Futures tied to the Dow Jones Industrial Average added 235 points, or 0.5%. […]
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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]
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