We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch…
Quad witching, Nike slides, weed rules and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
Stocks making the biggest moves midday: Rocket Lab, Trump Media, Lululemon, Micron Technology & more – CNBC
Stocks making the biggest moves midday: Rocket Lab, Trump Media, Lululemon, Micron Technology & more CNBCThe AI boom comes…
5 things to know before the stock market opens Wednesday
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New…
Analysts say a luxury eyewear giant could be the next AI winner
Key Points Smart glasses look to be the most important growth pillar for EssilorLuxottica in the medium term,…
TD Cowen raises Alphabet target on growing Gemini users and AI-powered Google searches
TD Cowen sees an artificial intelligence-driven rally ahead for Alphabet stock. The investment firm reiterated its buy rating…
Trump signs executive order for single national AI regulation framework
U.S. President Donald Trump looks on, as he signs an executive order on AI in the Oval Office…
Nvidia-backed Starcloud trains first AI model in space, orbital data centers
The Starcloud-1 satellite is launched into space from a SpaceX rocket on November 2, 2025. Courtesy: SpaceX |…
Buy this chipmaker over Nvidia as AI competition ramps up, strategist says
Investors can look to Taiwan Semiconductor Manufacturing for a steady way to play the artificial intelligence rally, according…
Google hit with EU antitrust probe over use of online content for AI
Google was on Tuesday hit with an EU antitrust investigation over its use of online content for AI…
Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about…