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Asia markets track Wall Street’s stunning reversal in AI-related stocks
A woman uses her mobile phone as she walks past the logo of Japan’s telecommunications giant SoftBank in Tokyo on December 25, 2013. Toru Yamanaka | Afp | Getty Images Tech conglomerate SoftBank plunged more than 10% Friday amid losses across the region’s key benchmarks, after U.S. tech stocks lost ground and investors’ hopes dimmed […]
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CNBC Daily Open: From AI enthusiasm to bubble worries in one day
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 20, 2025. Brendan McDermid | Reuters U.S. stocks delivered one of their sharpest mood swings in months on Thursday. The Nasdaq Composite ended down 2.16% after spending the morning stateside up as much as 2.6%. The wild […]
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OpenAI taps iPhone assembler Foxconn to manufacture data center components in U.S.
OpenAI is partnering with Taiwan’s Foxconn, the world’s largest contract electronics manufacturer, to design and build artificial intelligence data center components in the U.S., the AI startup’s latest announcement tied to its massive infrastructure development plans. While no financial terms were disclosed, OpenAI said in Thursday’s announcement that it will have early access to evaluate […]
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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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AI capex spending fears spread to the bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as investor concerns over capex spending and valuations grow. Major U.S. tech names are tapping the bond markets to fund massive infrastructure expansions, with Meta , Alphabet and Oracle all issuing public debt in October. But in a […]
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Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’
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 In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over […]
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Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they already knew. The appetite for AI compute remains insatiable. But the real debate — whether all this capacity being built today will be profitable tomorrow — remains unresolved. Investors aren’t pressing that issue just yet, choosing instead […]
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Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more
Check out the companies making headlines in after-hours trading. Nvidia — Shares of the chipmaker rose more than 6% in extended trading on the back of better-than-expected third-quarter results . Nvidia earned $1.30 cents per share, excluding items, on $57.01 billion in revenue. Analysts polled by LSEG had expected $1.25 cents per share in earnings […]
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Global stocks sell-off as AI valuation concerns persist ahead of Nvidia earnings
Global equities tumbled Tuesday as concerns of inflated valuations and an uncertain macro environment grips investors ahead of Nvidia earnings this week. The pan-European Stoxx 600 opened in negative territory on Tuesday with mining-linked stocks and banks leading Europe’s losses. The Stoxx Europe 600 Technology Index shed 1.4%, following in the footsteps of U.S. stocks as fears of an artificial intelligence-fueled bubble persist. The three major U.S. indexes, Dow Jones […]
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