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…
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…
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…
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…
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,…
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…
Steve Eisman gets more conservative with portfolio as AI trade nears ‘tipping point’
Steve Eisman of “The Big Short” fame thinks the artificial intelligence trade is near a “tipping point,” but…
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…