Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now?

The first three-plus years of the AI buildout has been funded by record amounts of equity and debt issued by leading tech companies. Nvidia has a new idea.

Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’

Nvidia CEO Jensen Huang argued that because its hardware is broadly adopted, flexible and transferable, lenders can underwrite compute as revenue-generating.
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Barclays says stay away from Gap shares. Here's why

The Gap is offering deep discounts across stores such as Old Navy and Banana Republic, which may weigh on its shares, according to Barclays. The bank downgraded the retail name to equal weight from ...

OpenAI wraps $7 billion share sale ahead of potential IPO

OpenAI's tender offer has been in the works since the company closed its record-breaking $122 billion funding round in March.
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Investors should buy volatility when it's low and sell when it's high, says Joe Tigay

Joe Tigay, Equity Armor Fund portfolio manager, joins 'Squawk Box' to discuss Nvidia's $500 billion AI financing push, state of the AI boom, and more. Got a confidential news tip? We want to hear from ...
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Former Deputy Treasury Sec. Faulkender: 'CFIUS for AI' model should be used to review new AI models

Michael Faulkender, University of Maryland professor of finance and former Deputy Treasury Secretary, joins 'Squawk Box' to discuss why he believes it's time for the U.S. government to create a panel ...
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A 9,000 S&P year-end target by 2027 is achievable under the right circumstances: Julian Emanuel

Julian Emanuel, Evercore chief equity, derivatives and quantitative strategist, joins 'Squawk Box' to discuss the latest market trends, state of the AI boom, the Fed's interest rate outlook, and more.
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Stocks making the biggest moves premarket: Riot Platforms, Hims & Hers Health, Intel & more

Check out the companies making the biggest moves premarket: Intel – The chipmaker fell slightly after upsizing a common stock offering to $20 billion from $15 billion. The proceeds, Intel said, would ...
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AI will drive even more gains for this circuit board builder as hyperscaler demand grows, says UBS

Jabil has positioned itself to become a beneficiary of hyperscalers' massive spending on artificial intelligence, making it a good addition to investor portfolios, according to UBS. The investment ...
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Morning Call Sheet: AI financing risks rise as commodities gain momentum

Sylvia Jablonski of Defiance ETFs, Tony Zhang of OptionsPlay and Peter Boockvar of One Point BFG Wealth Partners discussed AI financing risks, infrastructure spending and a commodities bull market.
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Stock futures little changed as investors weigh Iran, Hormuz deal prospects

Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and ...
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Judge temporarily blocks NYC's tax on luxury second homes

CNBC's Andrew Ross Sorkin reports on the latest news. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered ...