Apple appears to be sitting out the AI arms race. Will the strategy work?
Unlike many of its Big Tech counterparts, Apple has refrained from spending massive amounts of money on artificial…
Smartphone market poised for ‘sharpest decline on record’ in 2026
KUALA LUMPUR, MALAYSIA – SEPTEMBER 19: Customers line up outside an Apple store ahead of the launch of…
There’s a structural shift taking place in AI that investors may be missing. How to play it
Advanced Micro Devices has recently transformed from emerging artificial intelligence supplier to validated infrastructure partner with its recent…
Normally staid bond investors have a new biggest worry: An AI bubble
Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to…
Chinese tech companies progress remarkable
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
Positive day for U.S. and European markets amid Fed minutes and ECB developments
The Federal Reserve building is seen as it goes under construction on July 17, 2025 in Washington, DC.…
Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Big Tech keeps raising its spending plans for artificial intelligence infrastructure, yet…
Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here.…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
AI companies pour big money into ads
Samuel Boivin | Nurphoto | Getty Images Artificial intelligence companies are playing their biggest role yet at the…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Will cooler heads prevail at Davos WEF 2026?
World Economic Forum security badges Leonie Kidd | CNBC Davos Season I have been going to the World…