UnitedHealth Group on Friday released the first results from a sprawling independent audit of its business practices and committed to a wide range of steps to track and implement improvements in three specific areas. The health-care giant said it has adopted 23 ongoing "action plans" to put in place and monitor recommended improvements, with oversight by its internal audit and advisory services team. Around 65% of those actions will be complete by the end of 2025, while 100% of those plans will be finished ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Witching hourA trader works at his desk on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York on December 3, 2025. Timothy A. Clary | Afp | Getty ImagesWall Street could be in for a wild trading day when options on four types of securities expire: index options, single stock options, index futures and ind ...

The Wall Street Bull statue covered in snow on Nov. 15, 2018.Erik Mcgregor | Lightrocket | Getty ImagesDeal value, however, was up, boosted by high-dollar-figure agreements: The 2025 deals tracked by Pitchbook totaled roughly $2.4 trillion in deal value, compared with roughly $1.83 trillion in 2024. The data represents both corporate M&A and private equity buyout activity and considers both announced and closed transactions. In particular, middle-market deal volume was low this year with those large M&A tra ...

Christopher Waller, governor of the US Federal Reserve, speaks during the C. Peter McColough Series on International Economics at the Council on Foreign Relations in New York, US, on Thursday, Oct. 16, 2025.Federal Reserve Governor Christopher Waller had a "strong interview" for the central bank chair position with President Donald Trump in which the two discussed the labor market in depth and how to jumpstart job creation, according to senior administration officials.The interview took place in the preside ...

数据中心市场投资与建设 - 全球数据中心市场今年已流入超过610亿美元 略高于去年的608亿美元 处于全球建设热潮中[1] - 今年全球数据中心交易额已创下历史新高 主要由建设高能耗AI工作负载所需基础设施的推动[2] - 债务融资激增助推了交易额创新高 超大规模公司越来越多地利用私募股权市场而非自行资助昂贵的基础设施[2] - 今年前11个月已完成超过100笔数据中心交易 其总价值已超过2024年全年的所有交易[6] 市场情绪与股价波动 - 尽管数据中心投资激增 但投资者对膨胀的人工智能估值以及支撑数据中心快速扩张的融资日益谨慎[1] - 11月全球股市抛售 因对AI催生泡沫的担忧持续[1] - 有报告称Blue Owl Capital退出支持一个100亿美元密歇根州数据中心的交易后 云公司Oracle股价周三下跌5% Broadcom、Nvidia和Advanced Micro Devices股价也随之回落[3] - 纳斯达克综合指数下跌1.81% 创下近一个月来最差单日表现[3] - 尽管AI股近期回调 许多分析师仍看好该板块 美国银行认为AI交易可能仍有空间延续至2026年[4] 行业前景与分析师观点 - 标普全球市场情报的TMT分析师预计 市场对AI和Oracle的担忧是暂时的 短期内不太可能对数据中心建设和并购产生巨大影响[4] - 分析师认为 OpenAI、Alphabet和Anthropic等前沿AI模型提供商之间的竞争动态变化迅速 这可能影响公开市场的投资者情绪 但总体来看 2026年对AI应用的需求将继续强劲增长[4] - ING全球领先卫星与技术董事总经理指出 AI发展具有两面性 一方面带来乐观前景如加速药物开发 另一方面也存在（公共）安全等方面的担忧[5] - 围绕该技术货币化和商业模式的不确定性仍然存在 关于高水平投资的问题只有在未来不确定性减少、技术应用及其优势更加清晰时才能得到解答[6] 交易地域分布 - 今年大多数数据中心交易发生在美国 其次是亚太地区[6]

公司IPO与市场表现 - 公司ICICI Prudential AMC完成首次公开募股，筹集资金高达1060亿印度卢比（约合12亿美元）[1] - 公司股票在上市首日交易中上涨20%[1] - IPO发行价定为每股2165印度卢比，位于价格区间的上限[2] 投资者认购情况 - 本次IPO获得超过39倍的超额认购[2] - 机构投资者需求强劲，是超额认购的主要驱动力[2] - 零售投资者部分的认购倍数为2.5倍[2] - 在发售最后一天，交易所数据显示针对3,502万股的发售股份，收到了超过13.7亿股的申购[1] 主要投资者与承销商 - 主要机构投资者包括新加坡政府投资公司、淡马锡以及印度国有保险公司印度人寿保险公司[3] - 联合账簿管理人包括花旗环球金融、美银证券印度、摩根士丹利、Axis Capital、Avendus Capital和ICICI证券[3] 公司业务与市场地位 - 公司是印度最大的资产管理公司，按主动管理型共同基金计划下的资产管理规模计算[4] - 公司的共同基金季度平均资产管理规模为10,147亿印度卢比[4] - 截至9月底，公司拥有1550万零售投资者[4]

Kazuo Ueda, governor of the Bank of Japan (BOJ), during a committee on financial affairs meeting at the lower house of parliament in Tokyo, Japan, on Friday, Nov. 21, 2025.Japan's central bank on Friday raised its policy rate to a three-decade high, marching ahead with its policy normalization, as inflation has stayed above its target levels for nearly four years now. The Bank of Japan raised benchmark rates by 25 basis points to 0.75%, their highest level since 1995, and in line with expectations of econom ...

FedEx CEO Raj Subramaniam reviewed the shipping company's quarter in a Thursday interview with CNBC's Jim Cramer, emphasizing strength in business-to-business transactions."FedEx is the heartbeat of the industrial economy — that's the global network that we have put in place," Subramaniam said. "Our focus is always on differentiation and providing new value for our customers.""So we are winning in key verticals," he continued, "Whether it's healthcare, whether it's aerospace, whether it's defense, and now t ...

People looks at the fruits at a shop at the Tsukiji Outer Market in Tokyo on August 22, 2025. (Photo by Philip FONG / AFP) (Photo by PHILIP FONG/AFP via Getty Images)Japan's consumer inflation rate dropped to 2.9% in November, staying above the 2% target set by the country's central bank for a 44th straight month, and further strengthening already strong prospects of a rate hike. Core inflation, which strips out prices of fresh food, remained unchanged from 3% in October, and came in line with Reuters-polle ...

CNBC's Jim Cramer reviewed Thursday's market action, telling investors that gains in consumer-oriented companies are propelling stocks higher despite losses from Big Tech names — whose enormous spending on artificial intelligence is drawing scrutiny."Retail is such a huge portion of this economy, it can mask the questionable kinds of transactions we've been seeing at the highest level of tech," he said.The S&P 500 snapped its four-day losing streak on Thursday, finishing the session up 0.79%. The Nasdaq Com ...