Barclays upgrades Tesla on potential SpaceX merger
A potential merger with SpaceX makes Tesla a buy, according to Barclays. The bank upgraded the electric vehicle…
More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
SpaceX cell sites: What Wall Street sees in its network ambitions
Following news that SpaceX is in talks to access as many as 80,000 cell sites to grab market…
Biotech stocks rally on drug innovation and M&A
Moderna gave investors a scare as its stock plunged on Thursday. But it’s still one of the hottest…
American Express is cutting 5% of its workforce to ‘prepare for AI’
Stephen Squeri, chairman and chief executive officer of American Express Co., speaks during an Economic Club of New…
SpaceX double upgraded by PhillipCapital
Stronger-than-expected revenue from SpaceX’s AI business is making PhillipCapital — once a bear on the company — bullish…
Friday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
AI stocks tumble as the defensives rise. What it says about this uneasy market
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
HSBC CEO on data center financing amid AI borrowing spree
AI is a transformational technology worth investing in — but investors must be selective when investing in data…
Gartner analyst warns about AI neccloud build-out
Wall Street research and advisory firm Gartner is standing by its forecast that $3.5 trillion in AI investment…
Investors are buying on Monday despite fear the AI trade nightmare scenario is far from over
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…