Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
AI companies admit they’re worried about a bubble
Eakarat Buanoi | Istock | Getty Images LISBON, Portugal — Top tech executives told CNBC they’re concerned about…
Palantir rally to resume despite Burry’s short bet, according to the charts
I covered Palantir exactly three weeks ago here on CNBC Pro before Q3 earnings, looking for a breakout…
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York…
AI stocks valuation, China October trade data
SHENZHEN, CHINA – AUGUST 26: An aerial view of the Shenzhen skyline on August 26, 2020 in Shenzhen,…
5 things to know before the stock market opens Wednesday
A trader works at the New York Stock Exchange on Nov. 3, 2025. NYSE This is CNBC’s Morning…
Outside AI, the market isn’t looking that hot
CFOTO | Future Publishing | Getty Images The “everything store” might have secured its biggest customer yet. On…
AI trade frenzy seems driven by a ‘virtuous’ cycle
Jensen Huang, CEO of Nvidia, attends a press conference after the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit…
Sam Altman-backed college startup taps former Meta AI head as CTO
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center…
How small and big investors are picking AI winners
(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers.…
Wall Street at records in data blackout
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video…
Stock market today: Live updates shutdown
Traders work on the floor of the New York Stock Exchange on Sept. 30th, 2025. NYSE The S&P…