Amazon, Intel shares fall after earnings amid AI spending concerns
Intel CEO Lip-Bu Tan speaks during a keynote presentation at Computex in Taipei on June 2, 2026. Cheng…
Nvidia’s Jensen Huang came to London with big checks — and a blunt message
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia’s…
OpenAI rival Mistral valued at $24 billion as Samsung leads funding
Arthur Mensch, founder of Mistral AI, during the ‘Nvidia GTC’ meeting at the 2025 VivaTech conference in Paris,…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
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…
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…
CNBC Daily Open: A chip off the AI block
A rendering of ASML’s extreme ultraviolet light machine etching designs into the most advanced chips ASML Hello, this…
ASML hikes sales forecast on strong AI chip demand
ASML on Wednesday raised its guidance for the second time this year as its customers continue to ramp…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
The Tech Download: Mistral’s Mensch on agentic AI, chips and adoption
I was in Paris in June 2023 when I heard news of a four-week-old startup called Mistral raising…
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…