Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Nvidia $500B AI funding: Jensen Huang’s plan faces China risk
Nvidia CEO Jensen Huang speaks to members of media outside a restaurant in the Hongdae district of Seoul,…
Nvidia, Wall Street asset managers partner on $500B AI push
Nvidia is attempting to turn its artificial intelligence chips into Wall Street’s newest asset class, partnering with six…
AI’s impact on economic growth: KKR
A KKR logo displayed on the floor of the New York Stock Exchange on Aug. 23, 2018. Brendan…
Private credit defaults hit record high as interest rates soar
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of…
Nikkei 225, Hang Seng, CSI 300
An electronic stock board inside the Kabuto One building in Tokyo, Japan, on Tuesday, Jan. 28, 2025. Toru…
401(k)s may use alternative investments: Labor Department proposal
A sign is displayed at the Department of Labor Frances Perkins Building on June, 2025, in Washington. Kevin…
Bill Ackman’s Pershing Square files for IPO on the NYSE
Bill Ackman, CEO of Pershing Square Capital Management, speaking on CNBC’s Squawk Box on Oct. 21st, 2025. CNBC…
5 things to know before the stock market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the…