OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar

OpenAI takes 10% stake in AMD, merger Monday,...

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Tech rebound fades, data risk looms, AI rotation questioned

US futures are lower after Friday’s rebound, with tech struggling to regain its footing following last week’s sharp software sell-off. Investors are bracing for a rescheduled jobs report on Wednesday and CPI on Friday, both key tests for rate expectations and market direction. Te ...  Show more

AI selloff drives tech rotation, Amazon capex stuns, dollar pressure builds

US futures are modestly higher after a bruising week that saw nearly $1T wiped from software as AI disruption fears accelerated rotation. Investors are parsing hyperscaler spending, crypto volatility, and whether macro breadth can offset tech pressure. Software ETFs posted their ...  Show more

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Stocks Surging, M&A Monday: Biggest Chip Deal Ever, Nvidia CEO Joins “Squawk on the Street,” The TikTok Winner, Verizon Buying Tracfone
Squawk on the Street

Jim Cramer and David Faber breakdown M&A Monday. A busy morning in deal news, starting with a historic deal in the chip sector. Nvidia buying Arm from Softbank in a deal valued at $40 billion financed through a combination of cash and common stock. Nvidia CEO, Jensen Huang, jo ...

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Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000
Moving Markets

Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ...

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Fed Holds and Big Tech Beats; US-South Korea Trade Deal
Bloomberg Daybreak: Asia Edition

US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 adv ...  Show more

Stocks Tumble and Crypto Crashes, Target Surges on Blowout Q1 Results, and should Cramer Add "AT&T People" to the "Wall of Shame"?
Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber explored a rough morning for the markets: Stocks selling off and extending Tuesday's losses -- especially in the tech sector, while Bitcoin and other cryptocurrencies experienced their biggest one-day drop since March 2020 after China ...  Show more