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Apple punted on AI this year. Next year will be critical
Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025. David Paul Morris | Bloomberg | Getty Images One of the biggest launches in Apple’s history is supposed to come next year, and it’s got nothing to do with hardware. The company […]
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OpenAI in talks with Amazon about investment that could exceed $10 billion
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed […]
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Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut
Narumon Bowonkitwanchai | Moment | Getty Images Shares of Chinese chipmaker MetaX Integrated Circuits soared about 700% in their market debut in Shanghai on Wednesday, after the company raised nearly $600 million in its initial public offering. Shares, which were priced at 104.66 yuan in the IPO, surged to over 835 yuan on debut, marking […]
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Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales
What started off as a particularly rough year for Tesla investors is turning into quite the celebration. Following a 36% plunge in the first quarter, the stock’s worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time closing high of $489.88, jumping 3.1% on Tuesday. They’re now up 21% for […]
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The AI-fueled chip shortage could raise smartphone prices — new research spells out by how much
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store in Shanghai, China Monday, Oct. 20, 2025. Wang Gang | Feature China | Future Publishing | Getty Images A shortage of memory chips fueled by artificial intelligence players is likely to cause a price rise in smartphones […]
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These are analysts’ favorite stocks heading into 2026
Wall Street analysts’ favorite stocks heading into the new year include Trade Desk and Netflix . Investors sometimes had a love-hate relationship with artificial intelligence-adjacent stocks in 2025, but in the end the trade accounted for much of the stock market’s gains this year. With a 20% rally, the tech-heavy Nasdaq Composite is set to […]
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NYSE insider Jay Woods on stocks, data to watch this week, including a major transport player
Jay Woods, chief market strategist at Freedom Capital Markets, is keeping an eye on a transportion player that has staged a comeback in the lead up to its earnings report this week: FedEx . “The transports have been on fire lately,” Woods said. FedEx, the second-highest-weighted stock in the transports index, has rallied 30% over […]
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Trump admin to hire 1,000 specialists for ‘Tech Force’ to build AI, finance projects
The Trump administration on Monday unveiled a new initiative dubbed the “U.S. Tech Force,” comprising about 1,000 engineers and other specialists who will work on artificial intelligence infrastructure and other technology projects throughout the federal government. Participants will commit to a two-year employment program working with teams that report directly to agency leaders in “collaboration […]
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Market rotation, the Fed’s Kevins, Netflix’s ‘Star Wars’ moment and more in Morning Squawk
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | 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. Cold front Rotation […]
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CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
Signage at the Broadcom Inc. headquarters in San Jose, California, U.S., on Monday, June 2, 2025. David Paul Morris | Bloomberg | Getty Images The sell-off in artificial intelligence stocks continued unabated Friday stateside. Broadcom shares tumbled more than 11% as investors grew concerned over lower margins and uncertain deals. Names such as Nvidia, Advanced […]
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