This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday and New Year’s Eve. I’ve decided that there are three main groups of holiday observers this year: Those going to parties or watching the Times Square ball drop at home; those doing late-night workout classes or races; and those going…
Charlie Ergen Karl Gehring | Dever Post | Getty Images Wall Street grew increasingly obsessed with the artificial intelligence boom this year, pouring money into chips, data centers and applications. But investors looking beyond Silicon Valley found outsized returns in another location: space. Some of the year’s biggest market winners were defense companies that benefited…
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on Nov. 23, 2015. Jim Spellman | WireImage | Getty Images Renowned investor Michael Burry on Wednesday denied shorting Tesla‘s shares after calling the EV maker “ridiculously overvalued.” In a social media post on X, the…
Wall Street analysts see more room to run for four Club stocks that shattered records in 2025. Fresh commentary from a Rosenblatt Securities analyst shows how a new deal from Meta Platforms could be a financial windfall. Meanwhile, Wedbush details exactly why CrowdStrike , Apple , and Microsoft are winners from the artificial intelligence build-out…
SoftBank has completed its $40 billion investment commitment to OpenAI, sources told CNBC’s David Faber. The Japanese investment giant sent over a final $22 billion to $22.5 billion investment last week, according to the sourced familiar with the matter. SoftBank had previously had syndicated $10 billion and invested $8 billion in the ChatGPT maker. The…
A selection of one kilogram silver bars at Conclude Zrt bullion dealer arranged in Budapest, Hungary, on Monday, Feb. 17, 2025. Akos Stiller | Bloomberg | 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 start the trading day:…
Octopus Energy branded electric vehicles parked in front of a modern suburban house on the 19th of March 2025 in Folkestone, United Kingdom. The house features rooftop solar panels, highlighting a commitment to renewable energy. The scene represents the growing adoption of sustainable energy solutions, with Octopus Energy playing a key role in promoting electric…
An engineer debugs robots at the factory of AgiBot, a leading robotics company specializing in embodied intelligence, on December 8, 2025 in Shanghai, China. (Photo by Tang Yanjun/China News Service/VCG via Getty Images) Tang Yanjun | China News Service | China News Service | Getty Images Billionaire Elon Musk has put humanoid robots in the…
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025. Gonzalo Fuentes | Reuters Meta Platforms said Tuesday that it has acquired Manus, a Singapore-based developer of general-purpose AI agents, as the tech giant continues its…
Democrat Rep. Ro Khanna has embraced a wealth tax in his home state of California, and his longtime allies in Silicon Valley are now threatening to abandon him. California labor groups are trying to add a proposal for a statewide tax on billionaires to the November ballot. The proposal is causing a rift among Democrats…
