NVIDIA Corp
The market expects Space X, OpenAI and Anthropic to go public this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether investors are willing to pay such hefty price tags in line with their valuations. Elon Musk’s SpaceX notched an $800 billion valuation in a secondary share sale in December, according to a letter to shareholders sent by […]
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DeepSeek blew up markets year ago. Why hasn’t it done so since?
Nearly a year ago, DeepSeek shook the AI world. Stocks of some of the leading Western tech companies plunged as the markets hit panic mode at the prospect of a new model from a relatively unheard of Chinese AI lab that challenged the premise of U.S. dominance in the space. Nvidia plummeted 17%, losing close […]
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Nvidia plans to test a robotaxi service in 2027 in self-driving push
Nvidia is building out an automotive tech business. Pictured here are its autonomous vehicle test cars at the company’s auto garage in Santa Clara, California, on June 5, 2023. Bloomberg | Bloomberg | Getty Images Nvidia on Monday unveiled plans to test a robotaxi service with a partner as soon as 2027, highlighting the chipmaker’s […]
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Micron is overbought. Using options to hedge against a reversal lower, while keeping upside exposure
Most options expire worthless, and short-dated options typically decay more rapidly, particularly relative to their own “extrinsic value” than longer-dated options strategies do. Consequently, options traders tend to focus on selling short-dated options a strategy that looks attractive because the decay (theta) is visible every day. The problem is that most of that theta is […]
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What Wall Street expects to see from CES 2026, the biggest tech show of the year
The 2026 CES conference, a bellwether for consumer technology, brings a heavy focus on applied use cases of artificial intelligence that could have an impact on several big tech stocks – and Wall Street is watching. The Consumer Technology Association’s CES trade show is running this week with a few notable speakers slated to kick […]
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The latest on Venezuela, Tesla’s second-place finish, inside Chick-fil-A’s marketing blitz and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. It was anything but a quiet weekend for news, so I’ll cut to the chase. S&P 500 futures are up slightly this morning. The market is coming off a losing week. Here are five key things investors need to know […]
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Stocks making the biggest moves premarket: Chevron, Halliburton, QXO, Duolingo & more
Check out the companies making the biggest moves premarket: Oil stocks — Shares of major U.S. oil companies jumped following the U.S. attack on Venezuela that led to the ouster of leader Nicolas Maduro as they are seen as beneficiaries from the rebuild of energy infrastructure in the country. Chevron , which already has a […]
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Nvidia partner Foxconn reports 22% revenue surge as AI buildout ramps up
Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure. Also known as Hon Hai, Foxconn reported revenues of 2.6 trillion Taiwan dollars ($83 billion) in the quarter up to December, as its components and […]
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Chip stocks rally to start 2026 after third-straight winning year
Chipmaking stocks rallied to kick off 2026 as investors piled into the winning artificial intelligence-fueled sector following another big year of gains. Dutch chip equipment maker ASML surged 9%, while Micron Technology jumped 8% to start the new trading year. Lam Research and Intel rallied about 7% each, while Marvell Technology rose 5%. Advanced Micro […]
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S&P 500 is little changed as first-day gain sputters, chip stocks remain strong: Live updates
A trader works on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York on Jan. 2, 2026. Angela Weiss | AFP | Getty Images The S&P 500 was relatively unchanged on Friday, the first trading day of 2026, as gains in semiconductor names kept losses in check. The […]
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