Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
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…
The AI trade could shift back in Nvidia’s favor. Here’s why
Infrastructure has been a huge part of the artificial intelligence rollout, with companies building data centers, networking hubs…
Asia tech stocks extend sell-off as investors sour on AI-linked names
Sinology | Moment | Getty Images Asian tech stocks extended their sell-off Monday, as investors sour on global…
CNBC Daily Open: SpaceX gets a reality check
SpaceX’s Super Heavy booster is seen on the launch pad, as Starship is prepared to be placed on…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
Jim Cramer says ask yourself this question when looking for AI winners to buy
Investors should stop fixating on how much a stock has already run and instead focus on how much…
Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
Arm Slides After Smartphone Slowdown Overshadows AI Growth
(Bloomberg) — Arm Holdings Plc shares declined as much as 9% after a slowdown in the smartphone industry…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…