Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Apple drops 7%, Amazon surges 12% after earnings
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
Tim Cook sees Apple’s hybrid AI strategy as a ‘competitive weapon’
Tim Cook arriving at the annual Allen & Co. Media and Technology Conference in Sun Valley, Idaho on…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Zuckerberg Meta’s AI capacity dilemma: What to sell vs. what to keep
Meta CEO Mark Zuckerberg holds a smartphone, as he makes a keynote speech at the Meta Connect annual…
5 things to know before the stock market opens Wednesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. From “oil” to…
5 things to know before the stock market opens Tuesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. With another decline…
CNBC Daily Open: Chipping away at the AI boom
A Korea Exchange (KRX) employee monitors stock market data on trading screens inside the Korea Exchange (KRX) in…
Apple ends day as world’s most valuable company, passing Nvidia
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping…