This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. I’ve been craving birria since reading about the Mike’s Red Tacos new franchising plan. Stock futures are higher this morning. The three major indexes all ended yesterday’s session little changed. Here are five key things investors need to know to…
When low labor costs aren’t the primary driver of manufacturing advantage, the world might experience a dramatic economic shift – and AI could be the key, a key Alphabet executive tells CNBC. Wendy Tan White is CEO of Intrinsic, a portfolio company of Google’s parent. In a Fortt Knox interview last week, she laid out…
Digital sovereignty is a “matter of national survival,” a European minister has told CNBC, as the continent scrambles to undo the dominance of U.S. digital services in its infrastructure amid geopolitical tensions. The region’s dependence on U.S. tech and military protection has come into sharp focus, as its relationship with President Donald Trump’s administration has…
Arthur Mensch, founder of Mistral AI, during the ‘Nvidia GTC’ meeting at the 2025 VivaTech conference in Paris, France, on Wednesday, June 11, 2025. Nathan Laine | Bloomberg | Getty Images NEW DELHI — More than 50% of enterprises’ current software could be replaced by AI, the CEO of Mistral AI told CNBC on Wednesday,…
Nvidia H100 chips inside a server room at the Yotta Data Services Pvt. data center, in Navi Mumbai, India, March 14, 2024. Dhiraj Singh | Bloomberg | Getty Images American AI chip darling Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country’s AI ecosystem that has…
Palo Alto Networks on Tuesday evening delivered a strong quarter. But in a market with no room for error, the cybersecurity giant stumbled on guidance, and the stock sank. Revenue for the company’s fiscal 2026 second quarter ended Jan. 31 increased 15% to $2.59 billion, outpacing the $2.58 billion consensus estimate compiled by data provider…
Google CEO Sundar Pichai addresses the crowd during Google’s annual I/O developers conference in Mountain View, California on May 20, 2025. Camille Cohen | AFP | Getty Images Alphabet announced Tuesday that it will host its annual developer conference, Google I/O, on May 19 and 20. CEO Sundar Pichai announced the dates in an X…
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 Tuesday’s key moments. 1. Stocks are little changed to start the shortened trading week, with the Nasdaq , the S & P 500 , and the Dow all trading near their flatlines. The…
Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Chance Yeh | Getty Images Entertainment | Getty Images Anthropic on Tuesday rolled out Claude Sonnet 4.6, its second major artificial intelligence model launch in less than…
Alex Karp, Palantir CEO, joins CNBC’s ‘Squawk on the Street’ on June 5, 2025. CNBC Palantir is relocating its headquarters to Miami from Denver, the company announced Tuesday in a post to social media platform X. The software analytics firm is the latest big business to migrate to South Florida as executives seek to transform…
