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Jim Cramer says this stock is still 'inexpensive' after analysts name it a top pick
CNBC· 2026-01-07 01:41
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks rose Tuesday, with the Dow hitting another record high and aiming for its first-ever close above 49,000. Club name Amazon led the 30-stock average higher, with a nearly 3% gain. "We are starting with the firm market, a market that has very little to do with the news flow," Jim Cramer said on the Morning Meeting. He noted that stocks tied to the oust ...
AMD's Lisa Su says AI isn't replacing people, but is changing who they hire
CNBC· 2026-01-07 00:56
Advanced Micro Devices CEO Lisa Su said Tuesday that artificial intelligence has not slowed the pace of hiring at her company, but the candidates who have truly embraced the technology have become a priority."I would say that we're actually not hiring fewer people," Su told CNBC's Jon Fortt on Tuesday from the CES conference in Las Vegas. "Frankly, we're growing very significantly as a company, so we actually are hiring lots of people, but we're hiring different people. We're hiring people who are AI forwar ...
Uniqlo and Coach are opening cafes — joining longtime coffee players Ralph Lauren and Capital One. Here's why it's become a retail trend
CNBC· 2026-01-07 00:00
From monogrammed lattes at Louis Vuitton to handbag-inspired pastries at Coach, retail stores are increasingly doubling as cafes.It's all part of companies trying to lean into experiences."I've long said that the easiest way to get in the experience business is to add a cafe because it engages all five senses and it gets customers to spend more time with you," said Joe Pine, co-author of the Experience Economy.As the retail landscape evolves post-pandemic, some of the early pioneers in the branded cafe conc ...
Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand
CNBC· 2026-01-06 22:40
产品发布与市场表现 - Meta公司于2025年9月17日发布了与Ray-Ban合作的新款智能眼镜产品线Meta Ray-Ban Display [1] - 该产品自2024年秋季推出以来,在美国市场获得了“前所未有”的需求,导致产品供不应求 [1][2] - 由于需求远超预期,产品等待名单已排至2026年 [2] 供应链与库存状况 - 公司面临库存限制,导致其推迟了原定于2025年初进行的国际扩张计划 [1] - 公司将集中精力优先满足美国市场的订单,并重新评估国际市场的供货能力 [2] 市场扩张计划调整 - 原计划在2025年初进入英国、法国、意大利和加拿大市场的计划已被暂停 [2] - 此次国际扩张的延迟直接归因于库存有限和美国市场的“压倒性”需求 [1][2]
Ford reports best annual U.S. vehicle sales since 2019
CNBC· 2026-01-06 22:15
Visitors to the OC Auto Show at the Anaheim Convention Center check out the newly unveiled Ford Expedition in Anaheim on Thursday, October 3, 2024.DETROIT — Ford Motor on Tuesday said its U.S. vehicle sales last year increased 6% to achieve the company's best annual sales since 2019.The Detroit automaker reported sales of 2.2 million vehicles in 2025, including a 2.7% uptick to more than 545,200 units during the fourth quarter. In 2019, the automaker sold 2.42 million vehicles in the U.S.Ford finished the y ...
Maduro pleads not guilty, Nvidia's robotaxi play, JPMorgan's 'secret sauce' and more in Morning Squawk
CNBC· 2026-01-06 21:10
In this articleJPMThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Tuesday. We're not even a week into the new year and I've already started telling myself that my resolution to read more can include reviewing drafts of this newsletter.Stock futures are little changed this morning. The market is coming off a winning session.Here are five key things investors need to know to start the trading day:1. Maduro's pleaCaptured Venezuelan President Nicolas Madu ...
European stocks set to open higher as global sentiment rises
CNBC· 2026-01-06 14:07
By 8:20 a.m. in London (3:20 a.m. ET), the pan-European Stoxx 600 was 0.3% higher, with most regional bourses seeing gains. The index was last seen trading at an all-time high, while Spain's IBEX 35 also rose to a record high in early trade after touching on a record price in the previous session.LONDON — European stocks opened broadly higher on Tuesday, with some indexes touching record highs as investors track geopolitical developments following the U.S.' ouster of Venezuelan leader Nicolas Maduro.Looking ...
DeepSeek blew up markets year ago. Why hasn't it done so since?
CNBC· 2026-01-06 14:00
市场对DeepSeek R1模型的初始反应 - 2025年1月DeepSeek发布R1推理模型引发市场恐慌导致西方领先科技公司股价暴跌[1] - 英伟达股价单日暴跌17%市值损失近6000亿美元博通股价也下跌17%ASML股价下跌7%[1] - 市场恐慌源于R1模型以更低成本达到或超越世界领先大语言模型的基准挑战了美国在AI领域的主导地位叙事[3][4][6] 相关公司股价的后续复苏与增长 - 相关公司在11个月内不仅复苏而且持续增长英伟达于2025年10月成为首家市值达到5万亿美元的公司[2] - 博通股价在2025年全年上涨49%ASML股价上涨36%[2] - 2025年AI基础设施支出并未放缓且预计2026年及以后将加速[7] 市场反应减弱的原因分析 - DeepSeek在R1之后发布了七次模型更新但均为V3和R1的迭代而非全新模型市场视其为延续与巩固而非新的冲击波[3][7] - 西方前沿实验室发布了新的先进模型如OpenAI的GPT-5Anthropic的Claude Opus 4.5以及谷歌的Gemini 3这缓解了市场对技术突然商品化的担忧[12][13] - 模型快速发布和能力渐进式改善表明竞争激烈市场对突然商品化的恐惧已减轻[13] DeepSeek面临的挑战与限制 - 计算能力是主要瓶颈部分限制了新模型的发布[8] - 由于在国产华为芯片上训练遇到挑战DeepSeek推迟了原定于2025年5月发布的R2模型[8] - 过去几年中国在获取计算能力方面受到限制很大程度上源于美国对芯片销售的限制[9] - DeepSeek在其研究论文中承认与Gemini 3等前沿闭源模型相比存在包括计算资源在内的某些限制[10] 未来展望与潜在影响 - 有迹象表明DeepSeek正在为未来几个月发布更重要的模型做准备该公司在新年前夜发布论文详细介绍了一种更高效的AI模型开发方法[13] - 分析师认为市场未来还将出现更多冲击类似DeepSeek带来的震撼时刻将会在明年继续出现[14]
Asia-Pacific markets open mixed after record global stock rally amid Venezuela tensions
CNBC· 2026-01-06 08:32
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear).Hong Kong's Hang Seng Index was set to open higher, with its futures contract trading at 26,562, against the index's previous close of 26,347.24.Japan's benchmark Nikkei 225 index rose 1.12%, while the Topix jumped 1.48% to a record high. South Korea's Kospi lost 0.85%, while and small-cap Kosdaq inched 0.09% higher.Asia-Pacific markets opened mixed Tues ...
Cramer says investors chasing Venezuela headlines are making a classic mistake
CNBC· 2026-01-06 07:54
CNBC's Jim Cramer said Monday that investors chasing the market's reaction to Venezuela's political upheaval are making a familiar mistake: confusing short-term trading opportunities with long-term investing.Cramer urged investors to focus on owning high-quality stocks and sticking with them, rather than jumping into trades where valuations could swing on every passing headline."Along with an index fund, I want you to own individual stocks — not trade them," Cramer said. "Let the power of compounding do its ...