This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. These introductions have been helpful in reminding me what day it is amid such a busy news week, but I’m still struggling to get the hang of writing that we’re in 2026. Stock futures are near flat this morning. The…
Check out the companies making the biggest moves premarket: Airlines — Shares of Delta Air Lines , United Airlines and Southwest Airlines surged more than 4.5% on news that the U.S. strikes against key energy infrastructure in Iran would be halted. The group struggled after the war on concerns of what it would do to…
As China and the U.S. compete for domination in artificial intelligence, compute power will be the key factor in determining the winner, Bernstein found. The firm also named a few stocks to play on the trend. “China will need to make huge investments in semis and power infrastructure to catch up with the U.S., creating…
A renewed rotation out of growth stocks and into value names has more sinister implications for the overall market, historical records indicate. In a Monday note, Stifel strategist Barry Bannister wrote that investors may not be cautious enough as the market rotates out of large-cap growth stocks into their value counterparts. The strategist added that…
When people ask me what couples fight about the most, they expect the usual suspects like money, sex or parenting. But after years of research, and from real-life experience in my own marriage, the answer is much simpler: tone of voice. That’s right. It’s not the dishes in the sink or the unpaid credit card…
Even as Amazon expands further into same-day grocery delivery, analysts still see room for DoorDash and Instacart to compete. Amazon announced Wednesday that it will expand its same-day delivery of perishable items like meat and dairy to more than 1,000 cities, with plans to reach at least 2,300 locations by year-end. The news put pressure…
Microsoft CEO Satya Nadella speaks at Microsoft Build AI Day in Jakarta, Indonesia, on April 30, 2024. Adek Berry | AFP | Getty Images LONDON — Microsoft said on Tuesday that it plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028. The investment includes $15 billion in capital expenditures and…
Piotr Swiat | Lightrocket | Getty Images Core Scientific shares surged 35% on Thursday following a report from The Wall Street Journal that artificial intelligence infrastructure vendor CoreWeave is in talks to acquire the bitcoin mining and hosting provider. The company’s stock was briefly halted after the report, and then proceeded to have its second-sharpest…
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 Wednesday’s key moments. 1. The S & P 500 was basically flat Wednesday after a record high in the prior session. Oil prices were down on expectations of more crude supply from Venezuela….
Intel shares may be getting bit long in the tooth, at least in the near term. The chipmaker rallied around 21% this week after the Wall Street Journal reported Intel had reached out to Apple and Taiwan Semiconductor for a potential investment. The Journal also said the U.S. was planning a push for chipmakers to…
