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…
OpenAI pares fundraising goal, now seeking up to $20B in latest round
OpenAI CEO Sam Altman speaking at Oracle AI World in Las Vegas, Nevada, on Oct. 27, 2026. CNBC…
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…
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…
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…
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…
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…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and AMD sank on Thursday, as stocks tied to the artificial intelligence trade across the globe…
Microsoft will mainly use its Maia chips for AI inference
A Microsoft Azure Maia 300 prototype chip. Microsoft Microsoft will ramp up use of its homegrown artificial intelligence…
Intel, Broadcom CEOs warn capital crunch could become AI bottleneck
SINGAPORE — The chief executives of Intel and Broadcom warned that access to capital could emerge as a…
Supreme Court weighs 401(k) case about private funds, underperformance
The Supreme Court heard a major case this week concerning an Intel retirement plan which could result in…
Google DeepMind’s AI ‘readiness’ chief on preparing for what’s to come
CNBC is now accepting nominations for the 2027 Changemakers List. Google DeepMind Chief AI Readiness Officer Lila Ibrahim…