Fed minutes, Pepsi earnings, midterm megadonors and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min read
Markets
72 stories
Huawei doubles down on smartphones as EV sales slow
Chinese tech company Huawei wants to rebuild its consumer business after U.S. sanctions halved segment revenue.
CNBC — Technology4 min read
TSMC’s September sales surge year-over-year as AI drives chip demand
TSMC's September net revenue came in at 511.86 billion New Taiwan dollars
CNBC — Technology1 min read
Samsung forecasts record third-quarter profit of $80 billion as AI boom fuels chip demand
Samsung Electronics reported preliminary third-quarter earnings on Thursday, with operating profit forecast to top 100 trillion won for the first time.
CNBC — Technology2 min read
Cramer says higher rates are splitting the market in two — and AI stocks have a big advantage
Jim Cramer said higher borrowing costs are splitting the market, putting pressure on credit-sensitive sectors while AI companies remain largely insulated.
CNBC — Technology3 min read
Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
Since SpaceX's record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
CNBC — Technology3 min read
Why France is a warning sign for the markets
The good news about the epic shifts in global bond markets is that they mostly reflect economic fundamentals, not the kinds of panicky swings seen in a crisis.The bad news is that there's a risk the disruptions metastasize into a broader crisis in an era of fractured politics across major…
Axios AI+4 min read
Japan's TOPIX stock index revamp: 5 things to know
TOKYO -- The Tokyo Stock Exchange's corporate governance drive marked a milestone on Wednesday, with its parent, the Japan Exchange Group, announcing
Nikkei Asia Tech1 min read
Singapore's Temasek warns of the ‘biggest risk’ facing markets right now
Unwinding of the artificial intelligence trade poses the biggest risk to markets, according to Singapore state-owned investment giant Temasek.
CNBC — Technology2 min read
Cramer says these blue-chip stocks are among the best ways to invest in the AI boom
Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom.
CNBC — Technology3 min read
Meta joins with group of companies to tame ‘chaos’ of doing business with AI bots
Meta and OpenAI Chairman Bret Taylor’s startup Sierra are building a set of tech standards to make it easier to do business with AI bots.
CNBC — Technology3 min readMeta may ditch the idea of a cloud business for Muse. We think that’s a good trade
We may never get the Meta Cloud business we once envisioned, but we don't need it if Muse delivers.
CNBC — Technology1 min read
‘We take the unpopular stance that a bond-market crisis would be a good thing’: Wall Street is losing its patience with government debt
Everything you need to know before you reach the office this morning.
Fortune AI8 min read
Wall Street on track for record profits
Data: NYSE/Intercontinental Exchange via the New York State Comptroller; Chart Emily Peck/Axios; Note: 2026 projected by the comptroller if first-half growth continues at current pace. First-half 2026 profits were $45.9 billion.
Axios AI+2 min read
JGB yield rises despite 30-year-high coupon
TOKYO -- The benchmark Japanese government bond yield rose on Tuesday despite the coupon rate on new 10-year JGBs topping 3% for the first time in thr
Nikkei Asia Tech1 min read
Stocks are hitting records despite surging yields. Cramer explains why
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
CNBC — Technology3 min read
Time to get off the roller coaster: South Korea markets must deliver stability
Kang-Kook Lee is a professor at Ritsumeikan University's Graduate School of Economics in Japan.Since President Lee Jae Myung took office, South Korea'
Nikkei Asia Tech1 min read
Cerebras stock pops 9% after Sam Altman calls the chipmaker a 'close partner'
Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
CNBC — Technology2 min read
Showing 36 of 72 stories
Load more storiesAiByts Weekly Brief
Get the top AI news and tools straight to your inbox every week.
Weekly · AI news
Join 15,000+ AI enthusiasts