Tag Archives: CNBC

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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Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them

Agents like OpenAI’s Instant Checkout and Perplexity’s Instant Buy threaten to reshape the e-commerce landscape.

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‘Witch hunt’: Ex-EU commissioner Breton denounces U.S. visa ban targeting ‘censorship’

The former EU commissioner and four anti-disinformation campaigners were the subject of U.S. travel sanctions.

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Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

Three days after blackouts in San Francisco brought down Waymo’s service, the company said it’s implementing changes for when “infrastructure fails.”

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Motive, an Alphabet-backed fleet management software company, files for IPO

Motive says its products, including a dashboard camera for tracking truckers, have saved over 1,000 lives.

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Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

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U.S. pushes additional tariffs on Chinese chips to June 2027

As part of an investigation that kicked off a year ago, the agency found that China is engaging in unfair trade practices in the industry.

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