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:…
Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for…
My top 10 things to watch Tuesday, Nov. 18 1. The S & P 500 was headed for a lower open this morning, putting the benchmark index on track for its fourth consecutive day of losses. That would be the S & P 500’s longest losing streak since August. Big laggards include Club holding Nvidia…
Hedge funds have never been more concentrated in a small cluster of market leaders, a positioning shift that could amplify losses if stocks stumble. The industry’s top 16 holdings now account for 51.4% of hedge funds’ stock portfolios as of the end of August, according to data compiled by Jefferies. That is the highest share…
Traders work as the market opens on the floor of the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. Spencer Platt | Getty Images Stock futures are little changed Tuesday night after major U.S. indexes extended their losses, driven again by pressure in tech shares. Investors are now readying for…
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 Tuesday’s key moments. 1. The S & P 500 is on pace for its fourth straight losing session as AI-related stock valuations continue to concern investors. It would mark the broad-based index’s worst…
Person’s handing hold an iPhone displaying a Cloudflare Error while attempting to access a webpage, during an outage of the Cloudflare service, Lafayette, California, November 18, 2025. Smith Collection/gado | Archive Photos | Getty Images Internet infrastructure company Cloudflare was hit by an outage on Tuesday, knocking several major websites offline for global users. E-commerce…
My top 10 things to watch Friday, Nov. 14 1 . Stocks were pressured early this morning as Big Tech shares weighed on the broader market. Futures tied to the S & P 500 and Nasdaq Composite fell 0.9% and 1.5%, respectively. Both benchmark gauges suffered their worst single-day loss in more than a month…
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…
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 were mixed Wednesday as Wall Street hoped for an end to the government’s record-breaking shutdown. The House is set for a final vote in…