
How is AI Infrastructure Demand Fueling CDW's Growth in 2026?
CDW is riding strong AI infrastructure demand as customers invest in modernization, while its pipeline builds from procurement toward implementation.
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CDW is riding strong AI infrastructure demand as customers invest in modernization, while its pipeline builds from procurement toward implementation.

Michael Zakkour, 5 New Digital founder and ‘The New Retail' author, joins 'Squawk Box' to discuss the key takeaways from retail earnings, state of the consumer, and more.

President Donald Trump said the United States will allow up to 300,000 metric tons of product for ground beef to be imported over the next three months without being subject to out-of-quota tariffs. Trump said importers had agreed the ground beef would be sold at 25% below market prices.

Market leadership shifted from Energy to Technology as investors adapted to the ongoing U.S.-Iran conflict. Energy sector, represented by XLE, surged pre-war on rising oil prices and geopolitical risk, serving both as an earnings and defensive trade.

The Iran conflict is creating direct losses in marine and specialty insurance, but its broader impact may come through renewed claims-cost inflation. Swiss Re expects property rebuilding costs to rise about 7% in the U.S. and 11% in Germany by 2027 as second-round inflation spreads.

The president said he would temporarily allow up to 300,000 metric tons of ground beef to be imported into the U.S. without paying higher tariffs.

Perpetual futures, or 'perps,' are blockchain-enabled, 24/7-traded, never-expiring 'futures' that are threatening the trading economics of traditional Wall Street exchanges. President Trump on Wednesday teased a path to CFTC regulation of Hyperliquid, the fast-growing decentralized venue for trading perps.

On August 17, Nvidia agreed to stand behind up to $105 billion in lease value for OpenAI. That tenant did $6.7 billion in revenue last quarter, which isn't particularly exciting.

Is bitcoin ready to move on after a lengthy slump? One analyst says investors should be careful in trying to guess a bottom for the crypto.

In China, 39% buy mostly or primarily from online sources, while 52% of consumers in India said they shop predominantly at retail stores. Approximately half of consumers in India and China indicated they are making more online purchases this year than in 2025.

Guy Johnson, Tom Mackenzie, Skylar Montgomery Koning and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

New exchange-traded funds are sprouting up quickly. In 2025, more than 1,000 ETFs launched. The crop included promising funds as well as those taking on unnecessary risks. The field could expand soon to include hundreds of riskier ETFs. As investment choices evolve, how can everyday investors spot what's a good fit for their portfolio? Dan Sotiroff is the associate director of US passive strategies research for Morningstar.

The reversal in yields engineered by Treasury Secretary Scott Bessent's buyback plan lasted just a day after federal borrowing crossed $40 trillion. Thursday's stock swoon wasn't helped by more signs of an ailing American consumer, courtesy of Walmart.

I was reminded this week of the famous quip from Democratic political strategist James Carville: "I would like to come back as the bond market. You can intimidate everybody." He may have said this more than three decades ago, but the Trump administration's aggressive response to this week's sovereign debt ructions suggests the bond market remains the one entity no one wants to mess with.

JPMorgan layoffs hit highest since 2015, Amazon expands drone delivery, Chinese tech IPOs outshine U.S. rivals, and more news to start your day.