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Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Wall Street wrote off Palantir as too expensive. Retail investors can't get enough
The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.
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.
Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
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.
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.
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.
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.
'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.
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.
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."
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.
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.
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.
The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says
Former Facebook privacy chief Chris Kelly said that AI companies will focus on creating efficiencies for training models.
ServiceNow's deal blitz gives it an 'AI control tower,' CEO McDermott tells CNBC
The enterprise software company said the deal will bolster its cybersecurity capabilities in the age of artificial intelligence.
Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Novo Nordisk's new obesity pill, Alphabet's data center deal, the end of EV euphoria and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
EV realism is here. How automakers react in 2026 will be telling
Detroit automakers are refocusing on large gas-guzzling trucks and SUVs, and many have admitted that policies, not consumers, were driving the charge for EVs.
Space stocks rocket higher as sector optimism gains steam into 2026
Space stocks have rallied in recent weeks following news that Musk's SpaceX is planning to go public next year and widespread government interest.
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