Tag Archives: CNBC

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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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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