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Broadcom’s chip president says mystery $10 billion customer isn’t OpenAI

by CNBC Markets | October 13, 2025 9:08 pm | US Markets

Analysts predicted that AI startup OpenAI was the unnamed customer.

Oaktree’s Howard Marks says AI frenzy isn’t a bubble — at least not yet

by CNBC Markets | October 13, 2025 9:08 pm | US Markets

Marks said while enthusiasm for AI stocks is undeniable, it hasn’t yet crossed into the realm of mania that defines a true bubble.

Chip stocks bounce on Broadcom, OpenAI deal and easing China tensions

by CNBC Markets | October 13, 2025 9:07 pm | US Markets

President Donald Trump said in a post to Truth Social over the weekend to not worry about China and it “will all be fine,” quelling some market fears.

The bull market just turned 3-years old – How long do they typically last after making that milestone?

by CNBC Markets | October 13, 2025 9:07 pm | US Markets

The S&P 500 has climbed a wall of worry back to all-time highs since bottoming on Oct. 12, 2022. That’s a good sign for what comes next.

The U.S. has stepped in with an extraordinary bailout of Argentina. Here’s what it means

by CNBC Markets | October 13, 2025 8:09 pm | US Markets

The Treasury Department has extended a financial lifetime to Argentina in apparent hopes of heading off an emerging market financial crisis.

Dow jumps 400 points as Trump post eases concern around U.S.-China trade tensions: Live updates

by CNBC Markets | October 13, 2025 7:11 pm | US Markets

Stocks surged on Monday, rebounding from Friday’s sell-off after President Donald Trump said trade relations with China “will all be fine.”

Broadcom stock pops 7% on OpenAI custom chip deal, adding to Nvidia and AMD agreements

by CNBC Markets | October 13, 2025 7:11 pm | US Markets

OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026.

Bloom Energy soars more than 25% on deal with Brookfield to put fuel cells in AI data centers

by CNBC Markets | October 13, 2025 7:10 pm | US Markets

The agreement between Bloom Energy and Brookfield Asset Management is the latest deal to develop power solutions for data center campuses.

OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal

by Wallstreet Journal | October 13, 2025 7:10 pm | US Markets

The companies plan to deploy 10 gigawatts of custom AI chips over the next four years.

Rare earth stocks surge on U.S-China trade dispute over the critical minerals

by CNBC Markets | October 13, 2025 6:16 pm | US Markets

President Donald Trump on Friday threatened China with a “massive” increase in tariffs in retaliation for Beijing imposing strict controls on rare earths.

Bloom Energy soars more than 30% on deal with Brookfield to provide fuel cells to AI data centers

by CNBC Markets | October 13, 2025 6:16 pm | US Markets

Bloom Energy and Brookfield’s plan is the latest deal to quickly deploy power solutions for data center campuses that are growing in scale.

JPMorgan Chase says it will invest $10 billion into industries critical for national security

by CNBC Markets | October 13, 2025 6:15 pm | US Markets

The move helps JPMorgan Chase organize its activities around national interests at a time of heightened tensions between the U.S. and China.

‘Long and painful nightmare’ is over, Trump says, on historic day for the Middle East

by CNBC Markets | October 13, 2025 6:15 pm | US Markets

Trump arrived in Tel Aviv earlier Monday to mark the release of Israeli hostages by Hamas after more than two years in captivity.

Citi targets 2026 launch for crypto custody service as Wall Street dives deeper into digital assets

by CNBC Markets | October 13, 2025 6:14 pm | US Markets

A more favorable regulatory environment in the U.S. has prompted American banks to offer more services to do with digital assets.

Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, AMD, Estee Lauder, Oracle, Yelp & more

by CNBC Markets | October 13, 2025 6:14 pm | US Markets

Here are Monday’s biggest calls on Wall Street.

Stocks making the biggest moves premarket: USA Rare Earth, Estee Lauder, Rocket Lab and more

by CNBC Markets | October 13, 2025 6:14 pm | US Markets

See which stocks are posting big moves before the stock market’s opening bell.

Salesforce adds voice calling to Agentforce AI customer service software

by CNBC Markets | October 13, 2025 6:11 pm | US Markets

Customers of Agentforce Voice can specify the pronunciation of terms and customize the tone of voice for artificial intelligence agents.

AI Is Juicing the Economy. Is It Making American Workers More Productive?

by Wallstreet Journal | October 13, 2025 3:10 pm | US Markets

Investment in AI ignited a fire under the U.S. economy. But the technology hasn’t yet fulfilled the promise of making humans work more efficiently.

Hamas releases first Israeli hostages under Trump-brokered ceasefire as leaders head to Egypt for Gaza peace talks

by CNBC Markets | October 13, 2025 12:20 pm | US Markets

Iraq’s Prime Minister Mohammed Shia Al-Sudani expressed hope the truce would be “sustainable and the beginning of a radical solution to this problem.”

Big Oil forced to confront some tough choices as ‘monster profits’ fade into memory

by CNBC Markets | October 13, 2025 11:14 am | US Markets

A weaker crude price environment is expected to put the industry’s generous shareholder payouts at serious risk over the coming months.
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