Wells Fargo tells investors to get very long utility stocks on AI power demand, says this is not a fad

Wells Fargo analysts named Constellation Energy and Sempra among the utility stocks their clients should hold for a long time.
Stocks making the biggest moves midday: PayPal, Nokia, VF Corp., UPS, Wayfair & more

These are the stocks posting the largest moves midday.
Jensen Huang says Nvidia’s AI chips are now being manufactured in Arizona

Previously, Nvidia’s fastest GPUs were solely manufactured in Taiwan.
GitHub unites OpenAI, Google and Anthropic AI agents in one place to bring ‘order to the chaos’

Microsoft’s GitHub announced Agent HQ, a new platform that will allow software developers to steer and monitor the work of multiple agents.
San Francisco is making a comeback. So are these stocks from the City by the Bay

CNBC’s Brian Sullivan sought to find the companies based in the city that were making investors the most money this year.
Gold enters correction territory as global investors stop worrying as much about China tensions, Fed independence, AI bubble

The yellow metal’s recent slide could continue over the near term, but the long-term outlook is bright.
States sue Trump administration to keep SNAP benefits during government shutdown

The SNAP program provides food stamps to more than 40 million Americans. The program is on the verge of running out of fund because of the government shutdown.
‘The problems are mounting daily.’ Air traffic controllers miss first paychecks in government shutdown

Air traffic controllers are under increased stress because of the government shutdown, government and union officials said.
Home prices lag inflation, meaning homeowners are losing out on their investment

While home prices aren’t yet falling, they’re weaking — and rising at a slower pace than the current 3% rate of inflation.
Nvidia takes $1 billion stake in Nokia, sending the 5G equipment maker’s shares up 18%

Nokia is best known for its early cell phones, but in recent years has primarily been a supplier of 5G cellular equipment to telecom providers.