World Markets
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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CNBC Daily Open: What does Nvidia CEO see from his ‘vantage point’?
Jensen Huang, chief executive officer of Nvidia Corp., during a news conference on the sidelines of the APEC CEO Summit in Gyeongju, South Korea, on Friday, Oct. 31, 2025. SeongJoon Cho | Bloomberg | Getty Images Nvidia on Wednesday stateside reported fiscal third-quarter figures that beat analyst expectations (ironically, nothing unexpected there). It also provided […]
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CNBC Daily Open: Nvidia CEO suggests AI doesn’t look like a bubble
Jensen Huang, CEO of Nvidia, attends the U.S.-Saudi Investment Forum in Washington, D.C., U.S., November 19, 2025. Evelyn Hockstein | Reuters Nvidia on Wednesday stateside reported fiscal third-quarter figures that beat analyst expectations (ironically, nothing unexpected there). It also provided guidance for sales in the current quarter that exceeded estimates (all good still). It was […]
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Asia markets set to open mixed as Nvidia’s earnings beat and bullish forecast lift tech sentiment
A view of Tokyo’s skyline on July 27, 2021 in Tokyo, Japan. Julian Finney | Getty Images Sport | Getty Images Asia-Pacific markets were set to open mixed Thursday as investors digested Nvidia‘s latest quarterly beat — released after the closing bell stateside — which appeared to restore confidence in major technology stocks. Shares of […]
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European stock market sell-off continues as investors await Nvidia earnings
Traders work on the floor of the New York Stock Exchange during morning trading on November 17, 2025 in New York City. Michael M. Santiago | Getty Images News | Getty Images LONDON — European markets resumed their sell off on Wednesday amid lingering doubts over tech stocks, with investors eagerly awaiting Nvidia earnings later. […]
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CNBC Daily Open: AI firms are getting money while their stocks are losing value
Several AI applications can be seen on a smartphone screen, including ChatGPT, Claude, Gemini, Perplexity, Microsoft Copilot, Meta AI, Grok and DeepSeek. Philip Dulian | Picture Alliance | Getty Images Money keeps flowing into artificial intelligence companies but out of AI stocks. In what looks like — once again — a scenario of the left […]
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‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Global stocks are embroiled in a downturn as concerns over an AI bubble continue to mount — and for the first time in two decades, fund managers are flagging concerns about companies “overinvesting.” That’s according to the latest iteration of Bank of America ‘s Global Fund Managers Survey. The poll of 172 fund managers, who […]
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London-listed stocks are on their way to another milestone. The timing could be critical
London’s biggest stocks have outperformed most of Wall Street’s major averages this year — and as the benchmark FTSE 100 index edges toward an historic milestone, market watchers say its rally could have further to run. The FTSE 100 index — home to the U.K.’s most valuable blue-chip companies — hit a record high of […]
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CNBC Daily Open: The flow of money in AI appears one-way at this point
The Anthropic website on Friday, Aug. 22, 2025. Gabby Jones | Bloomberg | Getty Images Money keeps flowing into artificial intelligence companies but out of AI stocks. In what looks like — once again — a scenario of the left hand scratching the right, Microsoft and Nvidia will be investing a combined $15 billion into […]
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Asia-Pacific markets track Wall Street declines as tech-led sell-off deepens
Eschcollection | Digitalvision | Getty Images Asia-Pacific markets mostly fell Wednesday, tracking Wall Street declines as concerns about artificial intelligence valuations continued to pressure tech stocks. Japan’s benchmark Nikkei 225 index fell 0.36% at the open, while the Topix index lost 0.26%. Technology sector dragged the Nikkei 225 index lower in early trading, led by […]
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