2 things capping Monday’s market. Plus, Alphabet’s new AI chip plans
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
Amazon senior cloud executive departs after 18 years
People walk past the logo of Amazon Web Services (AWS) at its exhibitor stall at the India Mobile…
Alphabet shares fall on report its Gemini 3.5 Pro AI model is delayed
Alphabet shares sank 4% on Thursday following a report that the company has delayed releasing its flagship artificial…
Google required to open up to AI, search engine rivals under EU-mandated changes
Omar Marques | Sopa Images | Getty Images Alphabet’s Google will have to help OpenAI and other AI…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Apple’s China breakthrough provides another tailwind for its stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
One of the best AI data stories is emerging in this social media stock, says Tony Zhang
Reddit is being re-rated in real time, from a hard-to-value social platform into one of the clearest data…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…
A toxic stew drags stocks lower as we look at what can get the AI trade back on track
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…