Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
Arm Warns of Phone Market Weakness, With AI Helping Offset Slump
(Bloomberg) — Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
We’re adding a speculative stock to our Bullpen that can benefit from the AI boom
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
Every Major Hyperscaler Is Moving To Arm — Here’s Why It Matters
Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
Here’s What The New AI Chip Means For Arm Holdings (ARM)
Arm Holdings PLC (NASDAQ:ARM) is one of the 10 High Growth Mega Cap Stocks to Buy and Hold…
Russia poised to benefit from the helium supply crunch amid Iran war
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Helium…
Alibaba reveals new AI CPU chip designed for ‘agents’
Samuel Boivin | Nurphoto | Getty Images Alibaba on Tuesday announced a new chip designed for agentic capabilities…
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.…