Novo Nordisk’s new obesity pill, Alphabet’s data center deal, the end of EV euphoria and more in Morning Squawk

Novo Nordisk’s new obesity pill, Alphabet’s data center deal, the end of EV euphoria and more in Morning Squawk

The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, on the outskirts of Copenhagen, Denmark, Nov. 24, 2025. Tom Little | Reuters 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…

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With markets at new highs, investor sentiment is in ‘euphoria’ territory

With markets at new highs, investor sentiment is in ‘euphoria’ territory

Investor enthusiasm for stocks is reaching a fever pitch, according to a reliable contrarian indicator that is signaling a tough time ahead for the market. An indicator commonly referred to as the Citigroup Panic/Euphoria Model, now officially called the Levkovich Index, is registering a near-record high level, meaning that confidence is sky-high. Specifically, the index…

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Robotics is a ‘once-in-a-generation’ opportunity for Europe: Huang

Robotics is a ‘once-in-a-generation’ opportunity for Europe: Huang

Nvidia chief Jensen Huang said that AI robotics is a “once-in-a-generation” opportunity for Europe as the region boasts an industrial manufacturing base that is “incredibly strong.” “You can now fuse your industrial capability, your manufacturing capability, with artificial intelligence, and that brings you into the world of physical AI, or robotics,” he said in an…

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