Hardware software split and Trump decries "Hoax"

Squawk Box Europe Express by CNBC International

Sep 14, 202600:27:57News & Politics

Chip names sell off on both sides of the pond amid investor pullback after warnings from AI giants. Software stocks, however, catch a bid, putting the two baskets at a huge divergence. Trump intervenes, calling warnings...

Related Episodes

Continue listening to more episodes from Squawk Box Europe Express.

OpenAI revenue report triggers volatile AI trade

Oct 9, 2026 - 00:30:21

CNBC confirms that OpenAI told investors its annualised revenue came in roughly $20 billion below that ex...

Fed minutes reduce October rate hike odds

Oct 8, 2026 - 00:26:39

The global bond rout eases as the latest Fed minutes dial back the odds of a rate hike this month - shift...

S&P closes at record high, breaking 7,800 points

Oct 7, 2026 - 00:30:08

The S&P 500 shatters records to close above 7,800 points for the first time, propelled by a massive tech...

Equities track higher despite soaring sovereign bond yields

Oct 6, 2026 - 00:27:48

As stock markets advance, so do bond yields, with the 10-year Treasury topping 5.3%, while investors cont...

U.S. dollar hits months-long high against euro on European concerns

Oct 5, 2026 - 00:30:09

The U.S. dollar hits a 17-month high against the euro as French debt worries and political risk shake Eur...

Treasury yields whipsaw as borrowing costs remain elevated

Oct 1, 2026 - 00:26:00

Treasurys get some short-lived relief after the 10-year yield hits levels not seen in nearly a quarter of...

Treasury yields seen at generational high

Sep 30, 2026 - 00:31:37

Treasury yields hover around levels not seen in nearly a quarter of a century as lenders taper their Fed...

Trump hails 'morally binding' AI deal

Sep 29, 2026 - 00:28:47

President Trump has hailed what he calls a 'morally binding' document on AI guardrails in the face of gro...