Why big private investors aren’t worried

Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets,…

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Why ThredUp and the secondhand retail market is booming in the U.S.

At ThredUp‘s 600,000-square-foot warehouse in Suwanee, Georgia, roughly 40,000 pieces of used clothing are processed each day. The company’s logistics network — four facilities across the U.S. — now rivals that of some fast-fashion giants. “This is the largest garment-on-hanger system in the world,” said Justin Pina, ThredUp’s senior director of operations. “We can hold…

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AI-electric appeal for underperforming infrastructure: ETF experts

Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade. According to ETF Action’s Mike Atkins, there’s a bullish setup taking shape due to both policy and consumer trends. His prediction comes during a volatile month for Big Tech and AI stocks. “You’re seeing kind of the old-school infrastructure, industrial products that have not done…

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Startup founders react to bubble fears

Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble. Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave tanked on disappointing guidance. CNBC’s Deirdre Bosa asked those at…

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How long before a GPU depreciates?

Nvidia President and CEO Jensen Huang speaks about NVIDIA Omniverse as he delivers the keynote address during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on Oct. 28, 2025 in Washington, DC. Anna Moneymaker | Getty Images As a handful of the world’s most valuable companies set out to spend…

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Data centers are concentrated in these states. Here’s what’s happening to electricity prices

Electricity prices are surging, voters are growing angry, and the artificial intelligence industry’s data centers are increasingly a target for blame with U.S. mid-term elections on the horizon. Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration. The…

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