Snap brings Specs enterprise, partnering with Nvidia, AWS, Salesforce
Snap is partnering with Nvidia, Amazon Web Services and Salesforce as part of an effort to bring its…
Nvidia and Anthropic CEOs diverge on AI safety at Dreamforce
Dario Amodei, Anthropic Co-Founder and CEO, and Marc Benioff, Salesforce CEO and Co-Founder, attend Dreamforce 2026 summit in…
Samsung tries to draw iPhone users to its foldables amid Apple entry
An attendee with a Samsung Galaxy Z Fold 8 smartphone at a Samsung Unpacked product launch event in…
Google starts September with AI momentum after long losing streak
Alphabet CEO Sundar Pichai speaks at the AI Impact Summit in New Delhi, India, on Feb. 20, 2026.…
Berkshire CEO Abel says Alphabet a ‘significant player’ in AI after growing stake in Q2
Berkshire Hathaway CEO Greg Abel discussed with CNBC’s Becky Quick on Wednesday the conglomerate’s massive investment in Google…
Apple enters Ternus era as AI challenges and memory crunch intensify
When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology.…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…