We’re making several more trims, targeting tech and an economically sensitive automaker due to our concerns about an aggressively hawkish Fed.
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We’re trimming tech stocks and an automaker because it never pays to fight the Fed
Technology
Nvidia’s big week, Warren Buffett’s new stake, Jeep’s turnaround efforts and more in Morning Squawk
Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025. Jung Yeon-je | Afp | 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 […]
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Technology
Nvidia CEO Jensen Huang surprised investors with a ‘half a trillion’ forecast. It’ll come up at earnings
Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James’ Palace in London, Brirain, Nov. 5, 2025. Yui Mok | Via Reuters Nvidia CEO Jensen Huang revealed in October that his company has $500 billion in orders, in 2025 and 2026 combined, for its chips that are at the […]
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Technology
AI is contributing to a memory chip shortage that could hit phones and cars, analysts warn
A SK Hynix Inc. 12-layer HBM3E memory chip displayed at the Semiconductor Exhibition in Seoul, South Korea. Bloomberg | Bloomberg | Getty Images Chipmakers and analysts are warning of a memory chip shortage that could hit the consumer electronics and automotive industries next year, as companies prioritize massive demand from the artificial intelligence boom. In […]
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