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…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
Tech needs legacy businesses to grow trillions into AI buildout
A picture shows logos of the Big Tech companies named GAFAM, for Google, Apple, Facebook, Amazon and Microsoft,…
Microsoft announces plan to raise $25 billion in debt
Microsoft on Thursday announced plans to raise $25 billion in bonds, taking advantage of its healthy credit rating…
AI buildout hits snag as Google and Microsoft hold capex forecasts
Sundar Pichai, CEO, Google and Satya Nadella, CEO of Microsoft. Denis Balibouse | Ruben Sprich | Reuters The…
Cramer: I asked tech insiders what to buy. They said Eli Lilly
Jim Cramer said Monday that even tech-focused people think the world of Eli Lilly stock, with one predicting…
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…
AI turmoil: neoclouds struggle, credit risks jump, Solidigm pulls IPO
CoreWeave founder and CEO Mike Intrator poses for a photo during the company’s initial public offering at the…
10-year Treasury yield falls below 5% on AI worries
A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in…
Nvidia CEO Jensen Huang says neocloud demand is ‘off the charts’
Nvidia CEO Jensen Huang told CNBC Thursday that demand for neocloud firms is “off the charts,” but scarce…
AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…