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…
Aerial view of vehicles being driven on the road through the central business district in Beijing, China. Vcg | Visual China Group | Getty Images Asia Pacific markets were mostly set to fall Wednesday, mirroring losses on Wall Street, which was pressured by declines in artificial intelligence-related names like Palantir. Australia’s S&P/ASX 200 started the…
My top 10 things to watch Tuesday, Nov. 4, Election Day 1. Palantir’s quarterly beat and guidance raise were not good enough. Or, maybe, it’s the paradox of an amazing company with a big market cap ahead of where most people think it deserves it. Shares of the software maker sank more than 8%. Besides…
Alex Karp, chief executive officer of Palantir Technologies Inc., speaks during the AIPCon conference in Palo Alto, California, US, on March 13, 2025. David Paul Morris | Bloomberg | Getty Images Palantir reported quarterly results that topped analysts’ estimates and issued better-than-expected guidance for the fourth quarter, attributing much of its strength to artificial intelligence….
CFOTO | Future Publishing | Getty Images The “everything store” might have secured its biggest customer yet. On Monday, Amazon announced that it had signed a $38 billion deal with OpenAI, offering the ChatGPT maker access to Amazon Web Services’ infrastructure. On the one hand, the move isn’t too surprising — a continuation of OpenAI’s spending spree…
Qnity Electronics — now spun off from DuPont — moved higher in its public debut on the New York Stock Exchange on Monday. The stock quickly earned an endorsement from Jim Cramer. “We have a nice position in Qnity, but we don’t own enough,” Jim said during Monday’s Morning Meeting . The Club received 812…
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. Market moves: The S & P 500 was slightly higher to start the week, but most of the gains were concentrated in AI-related technology stocks and…
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…
Check out the companies making the biggest moves midday: Ares Management — The private equity investment firm rose more than 6% on a better-than-expected profit for the third quarter. Ares reported after-tax realized income per share of $1.19, beating a FactSet estimate of $1.15 per share. The stock was on pace for its best day…
My top 10 things to watch Monday, Nov. 3 1. Kimberly-Clark has agreed to acquire Tylenol owner Kenvue in a cash and stock deal worth around $48.7 billion. The transaction is expected to close in the second half of next year. Shares of Kenvue were up 20% this morning, while Kimberly-Clark stock sank roughly 13%….