This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. In a partnership you might not have seen coming, Warren Buffett is teaming up with the NBA’s Stephen Curry to revive his iconic charity lunch. Stock futures are rising this morning. The S&P 500 ended yesterday’s session within striking distance…
Jonathan Raa | Nurphoto | Getty Images Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company as businesses race to meet ballooning artificial intelligence demand. The deal ties Marvell into Nvidia’s AI ecosystem, making it easier for customers to build on the infrastructure. Both…
Microsoft has been hit with a fresh probe into its business software ecosystem by the British competition regulator, as Europe steps up its efforts to diversify tech stacks and increase digital sovereignty. The U.K.’s Competition and Markets Authority announced on Tuesday it is launching a “strategic market status (SMS) investigation” into the tech giant’s suite…
European defense tech startups are ramping up commercial discussions with Middle East governments since the Iran war, company execs told CNBC. Another CEO said interest from Gulf states was “skyrocketing” as they race to bolster measures to counter drone and missile attacks. Iran has targeted its neighbors since a joint U.S.-Israeli military operation began at…
A week of “maximum uncertainty” should deliver a key opportunity for investors, according to Evercore ISI’s Julian Emanuel. “We’re getting towards an inflection point where we would want to commit capital here,” the firm’s managing director said Monday on CNBC’s ” Fast Money .” Emanuel pinpoints next Monday, April 6, the day President Donald Trump…
Palo Alto Networks CEO Nikesh Arora disclosed his first share purchase since November 2019, as artificial intelligence disruption fears weigh on the cybersecurity sector. The purchase, disclosed Friday in an SEC filing, totaled 68,085 shares at about $10 million. Wall Street viewed the purchase as an upbeat sign for the downtrodden sector, lifting shares of…
The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty Images Micron shares plummeted 10% on Monday, continuing the memory maker’s significant post-earnings sell-off. The company snapped a six-day slide on Friday with a modest gain, but with Monday’s loss, the stock is down…
Elon Musk looks on as President Donald Trump speaks at the U.S.-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, Nov. 19, 2025. Brendan Smialowski | Afp | Getty Images Judge Kathaleen McCormick of Delaware said Monday that she’s reassigning cases involving Elon Musk after the Tesla CEO accused…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. This article about the future of film studios’ animated slates was the reminder I needed to go see “Hoppers,” as it feels like I’m the only one of my friends who hasn’t. Stock futures are higher this morning as Wall…
The Rebel-Quad is the second-generation product from Rebellions and is made up of four Rebel AI chips. Rebellions, a South Korean firm, is looking to rival companies like Nvidia in AI chips. Rebellions South Korean AI chip startup Rebellions said Monday it has raised $400 million as it looks to expand into the U.S. market…
