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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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South Korea stocks lead losses in Asia-Pacific ahead of key data from China
Aerial view of vehicles being driven on the road through the central business district in Beijing, China. Vcg | Visual China Group | Getty Images Asia-Pacific markets fell Monday, after Wall Street declined Friday stateside as investors took a breather from the AI trade. “[Friday] is a value-outperforms-growth day,” said Jed Ellerbroek, portfolio manager at […]
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JPMorgan’s top internet stock picks for next year
JPMorgan is betting on four technology stocks that can be winners in 2026. Tech stocks bolstered much of this year’s rally, but recent concerns about elevated valuations and the payoff of artificial intelligence has led to discernment among winners and losers in the sector. The S & P 500’s tech sector has surged 22.5% year […]
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For investors all-in on Magnificent 7-led market, ‘equal weight’ is trending as stock call for 2026
ETF Edge For investors all-in on Magnificent 7-led market, ‘equal weight’ is trending as stock call for 2026 Published Fri, Dec 12 20258:40 AM ESTUpdated 53 Min Ago Krysta Escobar WATCH LIVE Source
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Broadcom earnings, Lululemon CEO steps down, ‘fibermaxxing’ and more in Morning Squawk
FILE PHOTO: A Broadcom logo and a computer motherboard appear in this illustration taken August 25, 2025. Dado Ruvic | Reuters 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. Chip types The S&P 500 and […]
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CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York City. Spencer Platt | Getty Images The S&P 500 and Dow Jones Industrial Average advanced on Thursday, with both hitting fresh closing records. The Russell 2000 index also ended the session at a new high, following the […]
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Asia-Pacific markets trade mostly higher after Wall Street notches fresh record
Mount Fuji and the Shinjuku skyline in Tokyo, Japan, on Friday, Feb. 14, 2025. Photographer: Kiyoshi Ota/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Asia-Pacific markets traded mostly higher Friday, tracking Wall Street gains after two key benchmarks hit new records on the heels of the recent Federal Reserve decision to cut rates. […]
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