Taiwan Semiconductor Manufacturing Co Ltd
CNBC Daily Open: Netflix bows out from Warner Bros. Discovery bidding war
In the latest plot twist of the high-stakes bidding war for Warner Bros. Discovery, Netflix said Thursday it would not increase a counteroffer for the company’s studio and streaming assets, effectively clearing the way for Paramount Skydance’s revised bid to take center stage. That comes after the WBD board deemed Paramount’s revised all-cash bid earlier this week of $31 […]
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Asia markets opens mixed after Wall Street pullback on Nvidia slump
Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets traded mixed Friday, after U.S. stocks declined overnight as Nvidia shares tumbled despite a quarterly earnings beat. Japan’s Nikkei 225 slid 0.6%, while the Topix traded flat. The benchmark Japanese index hit 59,000 […]
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Have we seen peak pricing power for Nvidia chips?
Nvidia reported fiscal fourth-quarter results that comfortably topped Wall Street expectations on both revenue and earnings. Shares initially jumped in after-hours trading, but that enthusiasm faded, and the stock was lower Thursday. The pullback may emanate from comments made by CFO Colette Kress during the company’s earnings call regarding inventory levels. For several years, demand […]
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Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]
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Nvidia earnings, Big Tech’s White House visit, protein prices and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With focus remaining on artificial intelligence’s potential to shake up various industries, I’ve decided to start a mental count of how many times I say or write variations of the term “AI disruption.” S&P 500 futures are little changed this […]
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Congress pushes back against Nvidia, White House with chip export limits
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration. The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang, who has repeatedly made the pitch to […]
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Nvidia’s stock sees only marginal gains after better-than-expected results. Here’s the latest
Nvidia stock is up 1.3% in pre-market trading on Thursday, as investor concerns around the AI infrastructure boom dampened enthusiasm about its better-than-expected earnings. Revenue for its fiscal fourth-quarter hit $68.13 billion, ahead of analyst estimates of $66.21 billion, according to LSEG. Total revenue climbed 73% from the figure Nvidia reported a year ago and […]
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Nvidia still hasn’t sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over
Key Points Nvidia said it has yet to generate any revenue from chip sales to China. Chip sales have come under scrutiny from both Washington and Beijing amid a tech race. Chinese AI firms gained ground through IPOs and lower-cost tech. Source
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CNBC Daily Open: Nvidia’s earnings beat and AI developments provide some respite for markets
Nvidia founder and CEO Jensen Huang speaks during Nvidia Live at CES 2026 ahead of the annual Consumer Electronics Show in Las Vegas, Nevada, on Jan. 5, 2026. Patrick T. Fallon | AFP | Getty Images It’s a good day for the artificial intelligence sector. New partnerships and earnings reports from AI-related companies lifted sentiment […]
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Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears
Cheng Xin | Getty Images News | Getty Images Asian tech stocks rallied in early trading on Thursday as stronger-than-expected results from Nvidia eased concerns that momentum in artificial intelligence sector was cooling. Shares of South Korean chipmaking giants Samsung Electronics and SK Hynix jumped in early trade. SK Hynix, which is a key supplier […]
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