Big Tech earnings, Fed cuts rates, Trump-Xi meeting and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Big Tech earnings, Fed cuts rates, Trump-Xi meeting and more in Morning Squawk Read More »
Here are five key things investors need to know to start the trading day.
Big Tech earnings, Fed cuts rates, Trump-Xi meeting and more in Morning Squawk Read More »
The crux is that spending on artificial intelligence isn’t going to slow down, at least for the next year, thanks to increasing demand for AI services.
CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings Read More »
The crux is that spending on artificial intelligence isn’t going to slow down, at least for the next year, thanks to increasing demand for AI services.
CNBC Daily Open: Capex is the number to look at amid Big Tech earnings Read More »
The pressure on Meta stock was almost certainly due to management’s expense guidance raise.
Wall Street hates Meta’s AI spending guidance raise. We don’t Read More »
Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter.
“Fundamentals and valuations can only be ignored for so long,” one portfolio manager told CNBC.
Fund managers reveal their bubble recipes and what to watch for as AI stocks soar Read More »
Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.
Meta CEO Mark Zuckerberg defends AI spending: ‘We’re seeing the returns’ Read More »
Alphabet is planning a “significant increase” in spend next year as it continues to invest in AI infrastructure to meet the demand of its customer backlog.
Google expects ‘significant increase’ in capital expenditure in 2026, execs say Read More »
ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant.
In an internal memo to staff, YouTube CEO Neal Mohan said the platform is reorganizing its product teams for the first time in a decade.
YouTube offers voluntary buyouts as company reorganizes around AI Read More »