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…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Salesforce AI push isn’t enough to save shares, Morgan Stanley says
Salesforce has embraced artificial intelligence as a means to boost its business, but investors should steer clear of…
Tuesday’s biggest analyst calls include Nvidia & SpaceX
Here are the biggest calls on Wall Street on Tuesday: Deutsche Bank upgrades UDR to buy from hold…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Stocks making the biggest moves premarket: NFLX, SPCX, GOOGL and more
Check out the companies making the biggest moves premarket: Netflix — The streaming giant dropped more than 10%…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Chamath Palihapitiya: Soaring AI spend will hit company earnings
Tech investor Chamath Palihapitiya on Tuesday said artificial intelligence usage could negatively impact some companies’ earnings, in part…
Burnout, frustration and heartbreak: Amazon layoffs take their toll
People pass by The Spheres in downtown Seattle, Washington, on June 25, 2025. Juan Mabromata | AFP |…
Stocks making the biggest moves premarket: AZN, PEP, CRM, LEVI
Check out the companies making the biggest moves in premarket trading: AstraZeneca — The biopharmaceutical company tumbled 8%…
CNBC Daily Open: Alphabet debuts on Dow with an A-grade showing
The Google logo is displayed on a building at Google headquarters on Feb. 4, 2026 in Mountain View,…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…