Why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
We’re buying more of this leading AI stock on this year’s undeserved pullback
Shortly after the opening bell, we will be buying 45 shares of Alphabet at roughly $307. Following Friday’s…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
Big Tech Stocks Were Expensive. Then the Market Turned on AI
(Bloomberg) — For most of the past decade, investors have had to pay exorbitant prices to own a…
Amazon says Anthropic remains available outside of defense work
Amazon said Friday it will continue offering Anthropic’s artificial intelligence technology to its cloud customers, excluding work involving…
Family offices double down on AI as startup fundraising hits record
Laurene Powell Jobs attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown on September…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Trump faces an AI data center power dilemma ahead of midterms
President Donald Trump will haul big technology companies into the White House on Wednesday to sign a pledge…
5 things to know before the market opens Wednesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Treasury Secretary Scott…
CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
OpenAI’s Altman says defense deal was ‘opportunistic and sloppy
OpenAI CEO Sam Altman addresses the gathering at the AI Impact Summit, in New Delhi, India, February 19,…