Palantir stock rises 16% on soaring commercial revenue, AI sovereignty
Palantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City. John Lamparski…
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…
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…
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…
Nvidia launches AI initiative as OpenAI cyber attack fallout continues
Nvidia and a host of tech giants on Monday launched a new artificial intelligence safety initiative focused on…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Nvidia, Microsoft, Meta warn against overregulating open-weight models
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago |…
IBM’s Krishna argues that AI won’t disrupt software unit
CEO of IBM Arvind Krishna looks on during a roundtable discussion hosted by U.S. President Donald Trump in…
Palo Alto CEO Arora says AI pricing needs to come down
Palo Alto Networks CEO Nikesh Arora warned that token costs need to drop as much as 90% to…