AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and Advanced Micro Devices sank on Thursday, as stocks tied to the artificial intelligence trade across…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
CoreWeave stock sinks as bond yields surge near 15%
CoreWeave’s stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are…
Nvidia, Oracle, other AI stocks sink on OpenAI revenue report
Sam Altman, CEO of OpenAI, the developer of ChatGPT, is speaking at the AI company’s developer conference on…
Nvidia Open Agent Safety Platform to stop AI agents from breaking out
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and…
Berkshire CEO Abel says Alphabet a ‘significant player’ in AI after growing stake in Q2
Berkshire Hathaway CEO Greg Abel discussed with CNBC’s Becky Quick on Wednesday the conglomerate’s massive investment in Google…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
How GE Vernova builds the turbines powering the AI data center boom
An exclusive look inside GE Vernova‘s largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that…
Oracle stock ends worst week since 2001 as investors dwell on finances
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas,…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…