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CNBC Daily Open: AI firms are getting money while their stocks are losing value
Money from technology companies keeps flowing into their compatriots, while money from investors are leaving technology stocks.
‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
Tesla obtains permit to operate ride-hail service in Arizona
The Arizona Department of Transportation said Tesla obtained a "transportation network company" permit in the state.
CNBC Daily Open: The flow of money in AI appears one-way at this point
Money from technology companies keeps flowing into their compatriots, while money from investors are leaving technology stocks.
Meta wins FTC antitrust trial that focused on WhatsApp, Instagram
Meta has won its case against the Federal Trade Commission, seven months after the trial began.
Meta's big antitrust win, Salesforce's deal closure, and iPhone's popularity in China
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Intuit to pay OpenAI over $100 million for model access, ChatGPT integrates with TurboTax
Intuit has struck a $100 million-plus deal with OpenAI to bring AI into its financial products like TurboTax and QuickBooks.
Anthropic valued in range of $350 billion following investment deal with Microsoft, Nvidia
Microsoft announced new strategic partnerships with Nvidia and the AI startup Anthropic.
Waymo says it will launch in more Texas and Florida cities in 2026
Waymo on Tuesday added Houston, San Antonio and Orlando to the list of cities where it plans to launch its robotaxi service in 2026.
Ignore Wall Street’s ‘shameful’ double downgrade of Honeywell stock, Cramer says
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Microsoft unveils tool to help companies control, track AI agents
Microsoft has helped companies build AI agents that can do specific kinds of work. Now it has a way to spot and stop risky agents.
Google announces Gemini 3 as battle with OpenAI intensifies
Google says its latest suite of AI models will require users to do "less prompting" to get the desired results.
Cloudflare says outage that hit X, ChatGPT and other sites is resolved
OpenAI's ChatGPT and Elon Musk's social media platform X were among the sites impacted by the Cloudflare issues.
Zoox begins offering robotaxi rides in San Francisco, facing off with Waymo
Riders can sign up to join the "Zoox Explorers" program to take free rides on the company's box-shaped vehicles in certain San Francisco neighborhoods.
Home Depot earnings, 'quiet time' in the job market, Panera's new strategy and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Senators seek probe of Trump crypto venture over alleged token sales linked to North Korea and Russia
A group of U.S. Senators have sent a letter asking officials to investigate a Trump family-linked crypto company over reported business ties to illicit actors.
Global stocks sell-off as AI valuation concerns persist ahead of Nvidia earnings
Experts told CNBC it's a healthy correction, fueled by a unclear outlook 2026.
CNBC Daily Open: We could still close the year with a rally despite AI slump
Despite the recent sell-off in tech over concerns about high valuations and capital expenditure, some analysts think we could still end the year with a rally.
Investors hope these three trades will weather a tech stock downturn
Strategists are eyeing several portfolio diversifiers amid fears of tech stock reversal.
CNBC Daily Open: AI still under pressure — but some analysts see a year-end rally
Despite the recent sell-off in tech over concerns about high valuations and capital expenditure, some analysts think we could still end the year with a rally.
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