U.S. President Donald Trump’s summit with Chinese counterpart Xi Jinping could hinge on two key tech flashpoints — critical minerals and market access for American companies. The much-anticipated bilateral meeting between the two countries that were locked in a tariff standoff just a year ago began on Thursday, with warm words exchanged between the two…
Qualcomm shares staged a dramatic turnaround after the bell on Wednesday as CEO Cristiano Amon said on the earnings call that it would begin shipping data center chips to “a large hyperscaler” within the calendar year. The stock initially fell as much as 7% after the chipmaker reported second-quarter earnings that topped Wall Street estimates…
Apple CEO Tim Cook (L) stands with Siemens CEO Roland Busch prior to the opening ceremony of the China Development Forum 2026 at the Diaoyutai State Guesthouse on March 22, 2026 in Beijing, China. China News Service | China News Service | Getty Images BEIJING — As corporate giants navigate U.S.-China tensions, more than 80…
US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S….
Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows…
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over…
Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025. Jung Yeon-je | Afp | Getty Images Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes. Here’s what Wall Street is expecting,…
The Nvidia logo is displayed on a building at Nvidia headquarters on August 27, 2025 in Santa Clara, California. Justin Sullivan | Getty Images News | 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:…
The Club’s top 10 things to watch Monday, Nov. 17 1. Stock futures are relatively muted early this morning. The market is coming off a volatile week, driven by doubts about the sustainability of AI spending and whether a December interest rate cut is still on the table. 2. Morgan Stanley issued a double downgrade…
As Warren Buffett gets closer to stepping down as CEO at the end of next month, he told shareholders he will be “going quiet,” but only “sort of.” More on his Thanksgiving letter, which looks like it could become a substantial annual tradition, below. First: A surprising stake There was a notable surprise in Berkshire…