U.S. midterms could widen AI data center divide
Gina Hinojosa takes the stage as she is announced as the next governor of Texas at her watch…
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…
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, 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…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Anthropic to share Q3 financials as it prepares for a potential IPO
Anthropic plans to disclose its third-quarter financials for the first time at a meeting with potential investors on…
Stock market news for Sept. 28, 2026
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept.…
Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
Michael Burry attends the premiere of “The Big Short” at Ziegfeld Theatre on November 23, 2015 in New…
AI data centers are transforming rural land markets, fueling backlash
At a July protest against data centers in Lubbock, Texas, state Agriculture Commissioner Sid Miller took the microphone…
CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation
Canadian Prime Minister Mark Carney speaks about the trade dispute with the United States at the Davie Shipyard…