Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Big Tech keeps raising its spending plans for artificial intelligence infrastructure, yet…
Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here.…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
5 things to know before the stock market opens Monday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. Congratulations to the…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
AI companies pour big money into ads
Samuel Boivin | Nurphoto | Getty Images Artificial intelligence companies are playing their biggest role yet at the…
Amazon slide continues Big Tech’s $1 trillion wipeout as AI bubble fears rise
The logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany’s headquarters.…
Pinterest laying off about 15% of workforce in push toward AI roles and teams
Sheldon Cooper | Lightrocket | Getty Images Pinterest said Tuesday it plans to lay off less than 15%…
Meta to test premium subscription plans for Instagram, Facebook and WhatsApp
Chinese officials are reviewing Meta’s $2 billion acquisition of AI startup Manus for possible technology control violations, FT…
Meta poised for nearly 40% upside on compelling AI and ad opportunities, analyst says
Meta ‘s advertising engine and expanding AI capabilities position it to unlock meaningful incremental revenue over time, according…
Canada is drawing Trump’s ire —and faces a 100% tariff
U.S. President Donald Trump speaks to reporters over the North Atlantic as he returns to Washington from the…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially…