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AI chip trade, Saks’ bankruptcy woes, Trump’s health-care plan and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. This week isn’t even over yet, but I’m already gearing up for next week’s big events: the World Economic Forum in Davos, a major Supreme Court case and Netflix earnings. S&P 500 futures are higher this morning after yesterday’s winning […]
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CNBC Daily Open: AI trade reignited by TSMC earnings blowout
A view of the TSMC Global R&D center in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the U.S., which is as much a […]
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CNBC Daily Open: TSMC earnings draw investors’ eyes back to AI
A man walks past a TSMC logo at Hsinchu Science Park in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the U.S. is not […]
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The man behind Google’s AI machine: Watch CNBC’s full interview with DeepMind CEO Demis Hassabis
Hosted by Arjun Kharpal and Steve Kovach, CNBC’s “The Tech Download” cuts through the noise to unpack the tech stories that matter most for your money. In the debut episode, Google DeepMind CEO Demis Hassabis reveals how the leading AI research lab is driving breakthroughs, as well as what the race to artificial general intelligence […]
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Stock futures are little changed after rally in banks and tech lifts major averages: Live updates
Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York City, U.S., Jan. 15, 2026. Brendan McDermid | Reuters Stock futures were near the flatline Thursday night after a rally in banks and tech names boosted the major averages. S&P 500 futures gained 0.1%, while Dow Jones […]
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China just ‘months’ behind U.S. AI models, Google DeepMind CEO says
China’s artificial intelligence models may be just “a matter of months” behind U.S. and Western capabilities, Demis Hassabis, the CEO of Google DeepMind told CNBC. The assessment from the head of one of the world’s leading AI labs and a key driver behind Google’s Gemini assistant, runs counter to views that have suggested China remains […]
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AI trade back on? The company behind chip leaders like Nvidia and AMD just raised its spending forecast
Robust earnings results from Taiwan Semiconductor Manufacturing Co. just gave a huge lift to the artificial intelligence trade. TSMC on Thursday posted a 35% year-over-year increase in profit for its fourth quarter, handily beating Wall Street’s estimates and hitting a fresh record. Its high-performance computing division, which includes artificial intelligence and 5G applications, made up […]
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This pharma stock just got whacked — there’s still a major catalyst ahead
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were climbing on Thursday led by semiconductors and AI-related names. Taiwan Semiconductor rallied more than 5% after reporting strong fourth quarter results and forecasting higher […]
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Taiwan will invest $250 billion in U.S. chipmaking under new trade deal
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion […]
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Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show (CES) in Las Vegas, Nevada, on Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in […]
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