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CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors
Technology

CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

A pedestrian walks by a sign at Google headquarters on Feb. 4, 2026 in Mountain View, California. Justin Sullivan | Getty Images Alphabet’s fourth-quarter earnings and revenue beat Wall Street expectations. Its cloud unit dazzled, notching a nearly 48% increase in revenue from a year earlier. The tech giant expects capital expenditure for 2026 to […]

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Asia markets mostly fall, tracking Wall Street losses as tech sell-off continues
World

Asia markets mostly fall, tracking Wall Street losses as tech sell-off continues

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026. Bloomberg | Bloomberg | Getty Images Asia-Pacific markets mostly fell Thursday as the tech sell-off on Wall Street gained momentum, with cryptocurrencies also falling. Notably, Advanced […]

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CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Technology

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

Signage outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Alphabet’s fourth-quarter earnings and revenue beat Wall Street expectations. Its cloud unit dazzled, notching a nearly 48% increase in revenue from a year earlier. The tech giant expects capital expenditure for 2026 […]

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Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
Technology

Jim Cramer says the software sell-off creates opportunities in stocks outside of tech

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. Stocks were attempting to shake off continued fears that AI disruption could undermine traditional enterprise software companies. Some of the high-multiple names hit hardest in recent sessions, including Club […]

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Disney’s next CEO, Chipotle’s traffic problem, government shutdown ends and more in Morning Squawk
Technology

Disney’s next CEO, Chipotle’s traffic problem, government shutdown ends and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. In addition to Disney’s Josh D’Amaro, there was another top dog announced yesterday: Penny the Doberman pinscher won best in show at the Westminster Kennel Club Dog Show. Stock futures are ticking higher this morning. The market is coming off […]

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CNBC Daily Open: UBS posts strong earnings while Novo Nordisk’s U.S. shares crater on slowing growth
Technology

CNBC Daily Open: UBS posts strong earnings while Novo Nordisk’s U.S. shares crater on slowing growth

Sergio Ermotti, CEO of UBS, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC UBS fourth-quarter profit rose 56% year on year to $1.2 billion, beating expectations. The Swiss bank on Wednesday also announced plans for a $3 billion share buyback in 2026 […]

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Gold extends gains, breaking past ,000; Asia stocks mostly track Wall Street losses on tech pullback
World

Gold extends gains, breaking past $5,000; Asia stocks mostly track Wall Street losses on tech pullback

Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets mostly fell Wednesday, tracking Wall Street losses after a sell-off in U.S. technology stocks weighed on sentiment, while gold extended gains for a second day. Japan’s Nikkei 225 lost 1.2%, dragged by tech […]

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CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
Technology

CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell. The chipmaker beat Wall Street’s revenue and profit estimates, but shares plunged more […]

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S&P 500 futures are little changed after tech sell-off drags down major averages: Live updates
World

S&P 500 futures are little changed after tech sell-off drags down major averages: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Michael Nagle | Bloomberg | Getty Images Futures tied to the S&P 500 were near the flatline Tuesday night after traders’ rotation out of tech names dragged the broad market index to a losing […]

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The xAI-SpaceX merger, Palantir earnings, China’s frowning horses and more in Morning Squawk
Technology

The xAI-SpaceX merger, Palantir earnings, China’s frowning horses and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I did my workout studio’s Hyrox-themed class yesterday, which not only left me sore but also with a better understanding of what all the hype in the fitness business is about. S&P 500 futures ticked higher this morning. The stock […]

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