My top 10 things to watch Wednesday, Nov. 12 1. Has Advanced Micro Devices rescued the market from CoreWeave’s clutches following the AI infrastructure provider’s disappointing guidance Monday? CEO Lisa Su yesterday predicted that revenue growth will increase by 35% each year over the next three to five years. She cited also “insatiable” demand for…
Check out the companies making headlines before the bell. Advanced Micro Devices — The chipmaker jumped nearly 6% in reaction to robust long-term growth targets made at its Investor Day , including an internal forecast that the company’s data center revenues will jump 60% in the next three to five years. BILL Holdings — Bloomberg…
U.S. Treasury yields were lower on Wednesday as investors welcomed progress on bringing an end to the government shutdown. At 6:00 a.m. ET, the 10-year Treasury yield was down over 2 basis points to 4.085%, while the 2-year note yield fell over 3 basis points to 3.556%. The 30-year bond yield was down 1 basis point to 4.688%. One basis…
US President Donald Trump (L), backdropped by Turbines at the European Offshore Wind Deployment Centre, also known as the Aberdeen Bay Wind Farm, walks on the first fairway after playing off the first tee to officially open the Trump International Golf Links course in Balmedie, Aberdeenshire, north east Scotland on July 29, 2025. Brendan Smialowski…
The U.S. bond market was closed Tuesday for the Veteran’s day holiday. Yields rose in the previous session as investors grew optimistic about the U.S. government shutdown ending. The Senate passed legislation Monday evening that would fund the government through January. The bill will now be sent to the House of Representatives, and if it…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Tuesday and what’s on the radar for Wednesday’s session. Record breaker A new all-time…
A trader works on the floor of the New York Stock Exchange. NYSE Stock futures were relatively flat Tuesday night following a session where investors sold off technology names and drove a rally in more risk-off parts of the market. Futures tied to the Dow Jones Industrial Average added 3 points points, or 0.01%. S&P…
There are plenty of under-appreciated companies in the stock market that investors should notice, according to Bank of America. Hyperscaler tech companies and other high-flying stocks tied to artificial intelligence have been powering the U.S. equity market to record highs this year. The AI trade has gotten choppy in recent weeks, however, as pockets of…
Tech has powered the stock market’s rally to all-time highs this year. Now, Wells Fargo thinks investors may want to take some chips off the table. Strategist Douglas Beath downgraded the sector to neutral, pointing to sky high valuations. Technology as a group trades at more than 46 times trailing earnings, according to FactSet. That’s…
My top 10 things to watch Tuesday, Nov. 11 1. CoreWeave posted better-than-expected third-quarter revenue last night, but shares are falling this morning on the AI infrastructure provider’s disappointing full-year guidance. The stock is down more than 10%. CoreWeave has plenty of demand, but it had to essentially rely on a subcontractor, and the Core…