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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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CNBC Daily Open: Investors sell off tech despite steady Broadcom numbers
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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Broadcom and Costco’s rich valuations leave little room for error as battleground stocks
Sometimes the stakes are so high, the degree of difficulty so immense, that it simply may be too hard to game. When that’s the case, no amount of formal research will help you fathom the stock implications. Yet, you have inherited the issues and they must be dealt with — or you are too at […]
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Bank of America recommends these stocks because of their link to trends like the high-end consumer
Bank of America discussed a bunch of stocks recently that it likes for 2026, especially those leveraged to trends like the high-end consumer. The Wall Street investment bank likes positive trends emerging for names such as Visa, Penske, Ollie’s and Goldman Sachs . Penske Automotive Group Analyst Alexander Perry reinstated coverage of the auto retailer […]
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Here are 4 major moments that drove the stock market last week
The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third […]
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