Business

• Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season - Jim Cramer says a broad market rally is underway, with money rotating out of Apple and Nvidia and into overlooked stocks ahead of earnings season.
• Intel stock rises after Trump touts 'very successful' CEO, applauds government's investment - In a post on Truth Social, President Trump said he just met with Intel CEO Lip-Bu Tan, and applauded the company for launching a processor in the U.S.
• CNBC's Becky Quick details daughter's rare disease journey - CNBC Squawk Box anchor Becky Quick details her daughter's rare disease journey, and explains why it inspired her to launch CNBC Cures.
• Microsoft revealed as company behind controversial data center proposal in Michigan township - Locals have concerns about water use in a township that has dealt with shortages.
• Ford enters race to offer eyes-off driving tech, starting with $30,000 EV in 2028 - The target brings Ford into a race against competitors such as Tesla, General Motors and Rivian Automotive to develop and broadly launch such systems.
• WBD once again rejects Paramount offer in favor of Netflix deal - Warner Bros. Discovery's board still sees its deal with Netflix as the superior option over Paramount's recently amended hostile offer.
• Ford reports best annual U.S. vehicle sales since 2019 - Ford reported sales of 2.2 million vehicles in 2025, including a 2.7% uptick to more than 545,200 units during the fourth quarter.
• Nvidia plans to test a robotaxi service in 2027 in self-driving push - Nvidia CEO Jensen Huang has said that robotics — including self-driving cars — is the company's second most important growth category after AI.
• Democratic mayor of Silicon Valley's largest city opposes billionaire tax - Matt Mahan, the Democratic mayor of San Jose, California, came out against a proposed ballot measure that would impose a tax on billionaires in the state.
• Hilton shares fall after DHS says Minneapolis hotel canceled reservation due to immigration enforcement - "We are not allowing any ICE or immigration agents to stay at our property," an email cited by DHS said.