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…
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…
Shoppers look at a canned fish display Nov. 4, 2025 at the Market 32 Supermarket in South Burlington, Vermont. Robert Nickelsberg | Getty Images As stock market investors support economic sentiment, some economists wonder if a looser labor market could pull the rug out. The University of Michigan’s widely-followed consumer sentiment index slid more than…
CNBC’s Jim Cramer analyzed Monday’s session, saying stocks — especially tech names — managed to rebound from last week as Wall Street sees an end to the government shutdown. “With the government potentially about to reopen, it’s back to business as usual, and that means the data center stocks come roaring back,” he said. The…
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 10, 2025. Brendan McDermid | Reuters Stock futures are near the flatline on Monday night after a strong start to the trading week. Futures tied to the Dow Jones Industrial Average slipped 8 points, or 0.02%….
My top 10 things to watch Monday, Nov. 10 1. The S & P 500 was tracking for a higher open this morning after Senate lawmakers took a major step toward a deal to end the U.S. government shutdown. The potential agreement would reopen the government into January and rescind some of the sweeping federal…