Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…
CNBC Daily Open: Trump touches down in Beijing as U.S. prices heat up
US President Donald Trump (C) is greeted by China’s Vice President Han Zheng as SpaceX, Twitter and electric…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
It’s official: traders haven’t been this aggressively bullish since they were stuck at home with stimulus checks betting…
Alphabet increases AI spending but gets rewarded for further proof that it’s paying off
Alphabet reported a monster quarter, with revenue more than $2.5 billlion ahead of expectations and earnings nearly doubling…
Anthropic weighs raising funds at $900B valuation, topping OpenAI
Dario Amodei, co-founder and chief executive officer of Anthropic, during the company’s Builder Summit in Bengaluru, India, on…
Is Meta’s AI spending working? The stock’s next move depends on answer
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna…
Anthropic in European AI data center push, recruits for key dealmaker
Anthropic is ramping up a push to secure European data center deals to power its AI models, as…
We’re adding a speculative stock to our Bullpen that can benefit from the AI boom
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Here are things going right for stocks despite new Iran war setbacks
When the stock market opens on Monday, we will once again face the interaction between bonds and oil.…
Anthropic weighs building its own AI chips: Reuters
Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said, as the…