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…
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…
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said Tuesday that Wall Street is taking profits in this year’s biggest AI infrastructure winners…
Bitcoin is showing signs of a bottom, chart analysts say
Bitcoin is showing its most encouraging signs yet of establishing a long-term bottom after months of weakness, according…
Elevated energy prices, AI capex binge puts the Fed and Kevin Warsh in a tough spot
It’s been clear for weeks that investors are wincing at the pain of runaway AI investment before seeing…
AI agents build to trade 24/7
Imagine telling an AI agent how much risk you’re willing to take, your retirement goals and when your…
Visa is cutting 7% of employees in efficiency push as AI reshapes work
Visa’s Ryan McInerney delivers a keynote address at the Transact 15 conference in San Francisco, California, April 1,…
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…
Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag
An array of bitcoin mining units inside a container at a CleanSpark facility in College Park, Georgia, on…
FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The boom in GLP-1 weight-loss drugs and other specialized medicines has created lucrative logistics opportunities in an industry…
Eisman has doubts about AI. ‘Big Short’ investor just sold key tech stock
Steve Eisman, the investor made famous by “The Big Short,” said he has reduced his exposure to artificial…
Inside S&P 500 AI boom, industrials are getting as rich as tech stocks
As the AI infrastructure buildout and global geopolitical developments spur massive spending, an old-guard sector of the economy…