Reports: SEC subpoenas banks over Situational Awareness blow-up
Leopold Aschenbrenner Photo: Josh Edelson The Securities and Exchange Commission has reportedly subpoenaed several major Wall Street lenders…
Goldman Sachs AI: Partner warns ‘huge danger’ of replacing reasoning skills
A screen displays the the company logo for Goldman Sachs on the floor at the New York Stock…
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…
China’s economy slows across the board in July as retail sales barely grow
BEIJING, CHINA – 2026/07/18: Shoppers stroll along a landscaped path near the POLÈNE luxury goods store in Sanlitun,…
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…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Nvidia tries to quiet ‘circular financing’ accusations. Wall Street unsure it will
Wall Street is on the fence about chipmaker Nvidia’s latest financing initiative. Nvidia announced “memorandums of understanding” with…
Wall Street endorsed Jensen Huang’s ‘big concept’ for AI. What now?
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
Intel plans $15 billion stock offering as AI demand accelerates
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
Manufacturing survey shows inflation worries adding to pressure on Fed
A burst in factory activity shows the U.S. economy may be escaping the burden of tariffs and gaining…