The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts, and market insights, all in your hands.Stay connected, stay informed. Download the CNBC app today. A very warm welcome to scorebox.Incredibly busy corporate earnings day. You're going to meet a lot of CEOs on this show today. Uh, I'm Steve Sedwick with Ben Bulos and these are your headlines.A rebound in tech stocks lifting the likes of Oracle, Nvidia, and Broadcom in Monday's Wa ...

Group 1: Market Overview - The NASDAQ has experienced back-to-back losses exceeding 1% for the first time since April, with nearly a trillion dollars lost in technology, chipmakers, and services stocks due to investor concerns over AI impacts [2] - Alphabet has indicated it may more than double its AI spending this year, following its first annual revenue surpassing $400 billion [2][15] Group 2: Shell's Financial Performance - Shell's fourth-quarter adjusted earnings slightly missed expectations, coming in at over $3.26 billion, with a $3.5 billion share buyback program announced [49][52] - The company reported an adjusted EBIT of $12.8 billion, slightly below the estimate of $13.1 billion, and a fourth-quarter dividend yield of 3.76% [6][7] - Corporate adjusted earnings are expected to be a net expense of around $400 to $600 million in the first quarter [5] Group 3: Alphabet's Growth and AI Strategy - Alphabet's revenue for the fourth quarter reached nearly $114 billion, with net income rising nearly 30% to $34.5 billion, and a potential capex increase to $185 billion to support AI product demand [15][16] - The Gemini app has achieved over 750 million monthly active users, reflecting significant growth and engagement [16][19] - The cloud computing division is growing at 48%, with a backlog up 55% quarter-over-quarter [19] Group 4: Shipping Industry Insights - The shipping division is facing normalization challenges, with a downward trend in prices expected to impact earnings in 2026 [29][30] - The CEO of a shipping company noted that while the shipping market is normalizing, the rest of the business is performing strongly [30] - There is a concern about overcapacity in the shipping industry, with new vessels being added ahead of demand [46]

分组1 - The Federal Reserve is expected to cut interest rates, with a majority of investors anticipating a quarter-point reduction in the upcoming policy meeting [22][23][24] - Initial jobless claims in the US fell to 191,000 for the week ending November 29, down from 218,000 the previous week, marking the lowest level since September 2022 [21][22] - Morgan Stanley's chief US equity strategist believes the market is not pricing in enough Fed rate cuts for the next year, suggesting that more aggressive cuts are necessary [23][24] 分组2 - Netflix is reportedly in the lead to acquire Warner Brothers Discovery, indicating a significant strategic shift for the streaming giant [3] - Meta's shares have risen as the company plans to implement significant cuts in its metaverse units, continuing its transition towards artificial intelligence [3][49] - The market is currently experiencing conflicting signals, with strong earnings figures being overshadowed by concerns over economic data and inflation [11][12][22] 分组3 - The European Central Bank (ECB) is expected to maintain its current interest rates, with no cuts anticipated in the near future despite inflation concerns [29][34] - Structural reforms in Europe are deemed necessary for economic growth, with calls for reducing red tape and improving the business environment [32][34] - The ECB's quantitative tightening measures are being closely monitored, with potential risks associated with liquidity distribution across the Eurozone [36][37] 分组4 - Bitcoin's recent price fluctuations are viewed as part of a maturing market cycle, with expectations for a more constructive macro backdrop for cryptocurrencies [52][66] - Regulatory clarity in the US is driving increased demand for digital asset infrastructure, with banks preparing to integrate blockchain technologies [69][70] - The debate around stablecoins and central bank digital currencies (CBDCs) is ongoing, with differing views on their impact on traditional monetary systems [71][74]

The CNBC app, global market news in one place. Customizable sections and personalized alerts. Stocks tracking, interactive charts, and market insights, all in your hands.Stay connected, stay informed. Download the CNBC app today. A very good morning to you and welcome to Squawkbox Europe.I'm Juliana Tatle with Steve Sedwick and these your headlines this morning. In an exclusive interview with CNBC, the Bank of England's Megan Green says the UK is holding up well and that she'd need to see more signs of weak ...