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Wall Street's rough month, Powell's inflation outlook, GLP-1 subscription and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals
When including internal customers, the telecommunications giant said cloud computing revenue grew from a year ago.
Microsoft hit with UK competition regulator probe over software business
The U.K.'s Competition and Markets Authority had "concerns around Microsoft's licensing practices in cloud", Chief Executive Sarah Cardell, said.
European defense startups eye commercial deals and hiring push in the Middle East amid the Iran war
A crop of emerging defense companies in Europe are fielding increasing interest from Middle East militaries as conflict continues in the region.
Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute
Europe is racing to create the infrastructure needed to power the AI boom.
Indian mobile giant Airtel raises $1 billion for data centers from Carlyle, other PE firms
Signaling rising global interest in India’s data‑center sector, Bharti Airtel has attracted private‑equity interest as it seeks to raise $1 billion.
Indian mobile giant Airtel raises $1 billion for data centers from Carlyle, other PE firms
Signaling rising global interest in India’s data‑center sector, Bharti Airtel has attracted private‑equity interest as it seeks to raise $1 billion.
Evercore ISI predicts 'inflection point' is days away, plans to commit capital if S&P 500 drops to this level
A week of "maximum uncertainty" should deliver a key opportunity for investors, according to Evercore ISI's Julian Emanuel.
Evercore ISI predicts 'inflection point' is days away, plans to commit capital if S&P 500 drops to this level
A week of "maximum uncertainty" should deliver a key opportunity for investors, according to Evercore ISI's Julian Emanuel.
Micron stock sinks 10%, further cratering in post-earnings sell-off
Since reporting blowout earnings March 18, the memory maker's shares have slid about 30%.
Micron stock sinks 10%, further cratering in post-earnings sell-off
Since reporting blowout earnings March 18, the memory maker's shares have slid about 30%.
Palo Alto shares pop as CEO Nikesh Arora buys stock for first time in years
Cybersecurity stocks have plunged this year on worries that AI will disrupt their business models.
Palo Alto shares pop as CEO Nikesh Arora buys stock for first time in years
Cybersecurity stocks have plunged this year on worries that AI will disrupt their business models.
Delaware judge reassigns Elon Musk cases after accusation of bias
Kathaleen McCormick, a judge in Delaware's Court of Chancery, is reassigning cases involving Elon Musk to other judges in the state's business court.
Delaware judge reassigns Elon Musk cases after accusation of bias
Kathaleen McCormick, a judge in Delaware's Court of Chancery, is reassigning cases involving Elon Musk to other judges in the state's business court.
Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO
Rebellions' chips are focused on AI inferencing, putting it in competition with Nvidia as well as other startups from Groq to Cerebras.
Oil's record month, TSA pay, the Pokémon card resale market and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Quantum technology firms race to market as the industry sees ‘inflection point’
Quantum technology firms are braving turbulent markets to publicly list this year, as the nascent industry looks towards commercialization.
Mistral secures $830 million in debt financing to fund AI data center
Mistral is one of the few European startups building foundational AI models.
Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market
U.S. pharmaceutical giant Eli Lilly will give Hong Kong-listed Insilico $115 million upfront to bring some of its AI-discovered drugs to the global market.
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