Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
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…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
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…
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…
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…
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…
Trump faces AI backlash from unions and data-center critics: Analysis
Demonstrators march during a protest against artificial intelligence (AI) in San Francisco, California, US, on Saturday, July 11,…
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 details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…