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What drove last week’s volatile market

Wall Street got back to its winning ways last week after navigating a hawkish Federal Reserve meeting, volatile swings in chip stocks, and a critical round of Big Tech earnings. The Dow Jones Industrial Average rose 1% for the week, snapping a three-week losing streak. The S & P 500 gained 1% last week, while...
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The U.S. lead over China in AI is all but gone

Travelers walk past an Alibaba Cloud advertisement at Shenzhen Bao’an International Airport in Shenzhen, China, on Tuesday, Oct. 7, 2025. Bloomberg | Bloomberg | Getty Images For much of the past several years, the debate over artificial intelligence has revolved around two foundational questions: Can American technology companies continue to innovate at the technological frontier?...
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5 things to know before the stock market opens Monday

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. I spent the weekend mostly outdoors at the Lollapalooza music festival in Chicago, but many others headed inside to catch the latest summer blockbuster. Stock futures are climbing this morning. The three major indexes are coming off a winning week....
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Jim Cramer says the market has warmed up to Big Tech’s AI spending. Here’s what flipped the switch

CNBC’s Jim Cramer said on Monday that Amazon CEO Andy Jassy’s earnings call changed how Wall Street views massive artificial intelligence investments. “Until Jassy spoke, the market seemed highly skeptical of how these megacap tech companies were spending money,” the “Mad Money” host said. “That’s no longer the case.” For months, investors had questioned whether...
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