CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Nvidia releases Nemotron 3.5 Lightning, open-source AI model
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
AI will drive more gains for this circuit board builder, says UBS
Jabil has positioned itself to become a beneficiary of hyperscalers’ massive spending on artificial intelligence, making it a…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
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…
Big Tech’s Anthropic and OpenAI stakes distort corporate earnings
India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
5 things to know before the stock market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Microsoft added nearly $450…
Anduril CEO Brian Schimpf talks AI in warfare and manufacturing push
For decades, the defense industry has been dominated by a small number of established contractors building increasingly complex…
Apple drops 7%, Amazon surges 12% after earnings
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on July 30, 2026…