Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand
(Bloomberg) — Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s…
AI trade faces test with next week’s Oracle earnings
The coming week could be pivotal for Oracle and the AI complex. The day after OpenAI Foundation’s presentation…
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…
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…
Washington escalates on two fronts as Nvidia’s big week begins
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.…
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…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
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…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
Wednesday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Trump faces AI backlash from unions and data-center critics: Analysis
Demonstrators march during a protest against artificial intelligence (AI) in San Francisco, California, US, on Saturday, July 11,…