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…
Meta lays off VR employees, underscoring Zuckerberg’s pivot to AI
Meta CEO Mark Zuckerberg demonstrates an Oculus Rift virtual reality (VR) headset and Oculus Touch controllers during the…
Space X, OpenAI and Anthropic could IPO this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether…
Maturing bull market faces some early tests to begin 2026
Bull markets are almost never cut short by geopolitical flareups, in case anyone is wondering. More often they…
China’s ‘Silicon Valley’ is building robots and fortune-telling AI apps at the same time
HANGZHOU, China — In what is sometimes dubbed China’s Silicon Valley, tech giants and startups in Hangzhou are…
Stock market offered opportunities in 2025, even as some big names stumbled: Josh Brown
The story of the stock market in 2025 is its ability to advance even as big technology names…
Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves
The logo of Meta is seen at the Viva Technology conference dedicated to innovation and startups at Porte…