Chamath Palihapitiya: Soaring AI spend will hit company earnings
Tech investor Chamath Palihapitiya on Tuesday said artificial intelligence usage could negatively impact some companies’ earnings, in part…
Jim Cramer says the market’s reaction to Samsung may signal a shift in AI leadership
CNBC’s Jim Cramer said Tuesday felt like a vintage day on Wall Street after Samsung’s earnings sent chip…
CNBC Daily Open: Alphabet debuts on Dow with an A-grade showing
The Google logo is displayed on a building at Google headquarters on Feb. 4, 2026 in Mountain View,…
Alphabet stock pops on Dow debut, but AI questions loom
Alphabet shares rose 4% Monday as the company officially joined the Dow Jones Industrial Average, replacing Verizon and…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
ON Semi strikes $7 billion deal for Synaptics in physical AI push
ON Semiconductor has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Thursday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
AI in spotlight at G7 as Trump, world leaders joined by tech chiefs
Chiefs of the world’s leading AI companies are descending on the G7 conference in France Wednesday, in a…
Amazon unveils latest warehouse robot as tech giants do AI layoffs
Amazon’s original Proteus robot has been rolled out in 25 fulfilment centers in the U.S. Sawdah Bhaimiya Amazon…
AI is crushing startup valuations for pre-ChatGPT firms
Matthias Balk | Picture Alliance | Getty Images Five years ago, venture capitalists were pouring money into American…
3 themes that drove stocks to another record week — and a banner month
Stocks soared to record highs again last week, capping off a banner month for the market. Investor optimism…