Tag Archives: CNBC

Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk

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

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Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.

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Google is rolling out a new feature allowing users to change their Gmail address

Google says it is rolling out a feature that lets users change their Gmail addresses in a long-requested update to their email policy.

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Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough

The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.

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Monetizers vs manufactures: How the AI market could splinter in 2026

AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.

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Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record

Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq for about $20 billion.

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Here’s what would it take for an Amazon stock comeback in 2026

After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into the new year poised for gains.

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The blowout AI trades that surprised Wall Street in 2025

We lay out the AI trades that captured the market’s attention, from Google’s unexpected growth to the boom in rocket companies and self-driving cars.

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These 5 infrastructure stocks have more than tripled this year on the AI trade

While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.

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Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk

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

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