Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble. Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave tanked on disappointing guidance. CNBC’s Deirdre Bosa asked those at…
Wall Street may have notched its worst day in over a month on Thursday, but one category of assets has fared far worse this week — meme stocks. Major U.S. indexes posted their worst one-day performance since Oct. 10 on Thursday, with the blue-chip Dow Jones Industrial Average losing around 800 points and the technology-heavy…
It was another month of gains for the stock market, even as Wall Street had to navigate a barrage of uncertainty. Since the Investing Club’s last Monthly Meeting on Oct. 7, the S & P 500 jumped 2%. October marked the sixth month in a row of gains, despite the longest-ever government shutdown and valuation…
Microsoft CEO Satya Nadella speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April 4, 2025. David Ryder | Bloomberg | Getty Images My top 10 things to watch Thursday, Nov. 13 1. The Dow was headed for a lower open this morning. The 30-stock average…
Technology’s tough week may come with a silver lining: an attractive buying opportunity, according to Fundstrat. Technical strategist Mark Newton noted that tech stocks are now at prices suitable for investors to buy the dip. “It looks too early to give up on Technology,” Newton wrote Thursday night in a note to clients. “Despite the…
Next week could get dicey for markets as earnings slow to a trickle and investors continue to go without government data. There was already more trepidation in the market this past week. On Friday, stocks are on pace to snap a three-week advance, with technology dragging all three major indexes into the red. The Nasdaq…
A trader works at the New York Stock Exchange on Nov. 3, 2025. NYSE 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. Shock value Stocks sold off yesterday amid investor concerns about the valuations of…
Nvidia was once again on the move after the world’s three biggest cloud companies, along with Meta Platforms , guided spending higher last week to keep pace in the artificial intelligence arms race. Some, if not much, of that spend should continue to fill the coffers of the Jensen Huang-run AI chip king. Club stock…
A trader works on the floor of the New York Stock Exchange on Oct. 30, 2025 in New York. Angela Weiss | AFP | 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. November…
The week ahead brings the first trading day of November on Monday, after the S & P 500 and Nasdaq ripped higher all throughout October. Jobs data and earnings will dominate our coverage this week. 1. Jobs : The ongoing federal government shutdown, which began on Oct. 1, means Wall Street will not get the…