Tag Archives: CNBC

Trump picks Warsh, Apple earnings, the software bear market and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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Microsoft tumbled 10% in a day and isn’t recovering premarket. Here’s why

Microsoft’s stock saw its biggest daily decline since 2020 on Thursday after investors were dismayed by its cloud computing business not growing enough.

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CNBC Daily Open: We’ll soon find out who the new Fed chair is

Former Fed Governor Kevin Warsh is by far the favorite, according to prediction market Kalshi.

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CNBC Daily Open: iPhone drove Apple’s robust earnings — but investors weren’t too enthused

Apple reported a 16% year-on-year jump in its fiscal first-quarter revenue on “staggering” iPhone demand, topping market estimates.

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What’s next for Apple stock after big iPhone sales everywhere, even China

A blowout holiday quarter and a strong revenue guide for the current March quarter suggest that Apple’s strong iPhone cycle will continue.

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Apple can’t secure enough chips as iPhone demand surges, memory prices rise

Apple on Thursday said iPhone sales in the March quarter could be even better than the company’s forecast if it could secure enough chips to meet demand.

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Elon Musk’s $20 billion spending plan signals ‘Tesla of yesterday is gone’

Tesla expects to more than double capital spending in 2026 as it invests heavily in robotics and driverless technology.

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OpenAI will retire several models, including GPT-4o, from ChatGPT next month

GPT‑4o is beloved by some users because of its warm conversational style

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Microsoft lost $357 billion in market cap as stock plunged most since 2020

As investors sold shares of Microsoft on Thursday, the $3.22 trillion company dragged down the software complex and the S&P 500 index.

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Amazon could invest up to $50 billion in OpenAI in coming weeks, source says

OpenAI CEO Sam Altman and Amazon CEO Andy Jassy have been speaking directly, according to a source familiar with the discussions.

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