Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
Apple warns of AI agents behave in ‘unintended or unpredictable’ ways
John Ternus, chief executive officer of Apple Inc., speaks during an event in Los Angeles, California, US, on…
What the midterms mean for defense, healthcare, crypto and AI stocks
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina…
Why AI is boosting Meta’s ad business while hurting Google search
INDIA – 2025/05/13: In this photo illustration, a Meta logo is seen displayed on a smartphone with a…
Trump tech allies swap AI for ‘super intelligence’ in earnings calls
President Donald Trump speaks with Meta CEO Mark Zuckerberg at the White House driveway following a luncheon for…
Foxconn hopes to own 50% of the global AI server market within a couple years
The logo of multinational tech company Foxconn (also known as Hon Hai), which is a major manufacturer for…
Nvidia responds to accusations that Jensen Huang was Chinese target
An Nvidia spokesperson on Thursday pushed back on a New York Times report that detailed American intelligence agencies…
More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
Apple’s iPhone Duo China launch draws scalpers in Beijing
The iPhone Duo has an eye-popping price tag, but initial interest in Apple‘s first foldable phone in China…
CNBC Daily Open: War worries meet AI anxiety
The Thailand-flagged bulk carrier ‘Mayuree Naree,’ which was struck by a missile near the Strait of Hormuz during…
Anthropic preview of Claude Duet, personal AI agent take on Muse, Dots
Anthropic on Wednesday announced a preview of Claude Duet, an artificial intelligence agent that will likely challenge OpenAI’s…