Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Marc Benioff getting his mojo back as Salesforce lifts AI growth view
Salesforce CEO Marc Benioff appears at the 2023 Dreamforce conference in San Francisco on Sept. 12, 2023. Marlena…
What to expect from Apple’s September event and what’s driving rally
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Cramer: 2 cybersecurity stocks can keep climbing as AI threats grow
CNBC’s Jim Cramer said Monday investors shouldn’t be scared away from cybersecurity stocks that have already rallied. Cybersecurity…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI agent hacks to lead to cybersecurity spending boom
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the…
Nvidia releases Nemotron 3.5 Lightning, open-source AI model
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
Cyber execs on the AI Hugging Face hack: The situation is ‘urgent’
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
OpenAI’s Hugging Face hack confirmed months of AI cyber warnings
For months, cybersecurity leaders warned that artificial intelligence would reshape the threat landscape, compressing weeks- and dayslong cyberattacks…
New details in OpenAI Hugging Face hack show how far agents will go
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…