Nvidia is approaching a breakout level. Plus, what we want to see from Micron
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
CNBC — Technology1 min read
Markets
72 stories
An inside man at the Fed, OpenAI debuts Dots, an IPO trend and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min read
Robinhood unveils weekend hours, AI agents to allow users to trade nonstop
Robinhood is broadening its offerings in a bid for more active traders who may be seeking trading access beyond traditional U.S. stock market hours.
CNBC — Technology2 min read
HPE Gets $1.2 Billion AMD Gear Order From Vultr in Latest AI Win
Hewlett Packard Enterprise Co. won a $1.2 billion order to provide Advanced Micro Devices Inc. server racks with HPE networking gear to cloud company Vultr.
Bloomberg Technology1 min read
Trump and Tehran are boxed in until the midterms because Iran wants to keep U.S. gas prices high and the president can’t accept ‘surrender’
Everything you need to know before you reach the office this morning.
Fortune AI6 min readGlencore Secures Approval for Key Australian Coal Mine Expansion
Glencore Plc and Yancoal Australia Ltd. have received approval for a major expansion of their jointly owned coal mines in the Hunter Valley region of eastern Australia that enables operations to continue until 2045.
Bloomberg Technology1 min read
Muse is crushing these consumer stocks. Cramer says some may be worth a look
CNBC's Jim Cramer said investors apply AI disruption thesis too broadly, creating potential buying opportunities in remaining strong companies.
CNBC — Technology3 min read
Cramer warns the narrative around AI is turning — and stocks could pay the price
CNBC’s Jim Cramer said the AI industry is losing the battle over public perception.
CNBC — Technology3 min read
Bloom CEO Says Growth Goals Intact Despite AI Slowdown Concerns
Bloom Energy Corp. Chief Executive Officer KR Sridhar says he’s confident that “speed bumps” in the buildout of artificial-intelligence infrastructure won’t hurt the company’s growth plans.
Bloomberg Technology1 min read
Meta is bringing Muse AI to small businesses — and it already has a huge head start
Meta announced Muse for Small Business, capitalizing on the 200 million small businesses already on its platform.
CNBC — Technology1 min read
Smart ring maker Oura postpones IPO due to market 'uncertainty'
Oura said the delay comes despite "strong demand" and a strengthenthing of the business since the start of the IPO process.
CNBC — Technology2 min read
Trump meets with AI execs, Treasury yields pressure stocks, Alaska's luxury push and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology4 min read
Anthropic’s $2 trillion IPO prospectus has leaked—here’s a snapshot of its income statements
Everything you need to know before you reach the office this morning.
Fortune AI8 min read
AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over
CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.
CNBC — Technology3 min read
Jim Cramer says these stocks can win even as oil and bond yields squeeze the market
Here's the stocks Jim Cramer said will be less impacted by interest rates and the Iran war.
CNBC — Technology3 min read
OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal
Hugging Face saw a flurry of deal interest before Nvidia agreed to buy the open-source platform for roughly $13 billion, CNBC has learned.
CNBC — Technology3 min read
Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
Nvidia's $150 billion worth of additional buyback firepower is a major step in the right direction.
CNBC — Technology1 min read
Nvidia's new AI platform, Nor'easter flight delays, NFL's drone focus and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology4 min read
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