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…
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares of Nvidia jumped 5.8%, Broadcom advanced 2.6% and Microsoft climbed 1.9% to end its eight-day losing streak, its longest consecutive decline since 2011. Market watchers are hoping that another historically long streak — the U.S. government shutdown…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : Stocks erased much of their losses Friday but were still lower on the week. The S & P 500 was on track for a…
In a stock market that has so clearly rewarded risk-takers, it can be easy to justify investing in high-flyers or speculating on potential disruptors. However, the potential for great reward always comes with great risk. That raises the question: How should investors go about making high-risk, high-reward bets in a smart way that may put…
Jin Lee | 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: 1. Milestone mania 2. Phase 1 US President Donald Trump during a roundtable on Antifa in the State Dining Room of…
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. ) Another clockwork bid to erase the minor index dip from yesterday , with the usual flag carriers of the AI-buildout boom doing the work while stocks closer to the here-and-now consumer remain sluggish. Put Tuesday’s wobble in semiconductor stocks…
Nvidia CEO Jensen Huang said Wednesday that the U.S. is “not far ahead” of China in the artificial intelligence race, and that the country needs a “nuanced strategy” to stay on higher ground. Huang has been walking a tense line between the two countries and has praised China’s AI models, including DeepSeek, Alibaba, and Baidu….
My top 10 things to watch Wednesday, Oct. 8 1. Nvidia CEO Jensen Huang told Investing Club members that Oracle’s cloud business renting Nvidia chips to customers will “be wonderfully profitable” over the life of the AI system. He was responding to a media report that said Oracle was seeing thin margins on the chips…
Nvidia CEO Jensen Huang says he’s optimistic that the United States and China can work through trade and technology disputes. It’s important to keep America at the forefront of the generative AI boom. “AI is going to be foundational and transformative to every single country. President Trump wants America to win the AI race,” Jensen…
A trader works on the floor of the New York Stock Exchange on Sept. 30th, 2025. NYSE The U.S. government has shut down. Around 750,000 federal employees— including those in the Bureau of Labor Statistics — might be furloughed, according to the Congressional Budget Office. If that happens, September’s jobs report will not be released…