AArtificial intelligence Read More Apple enters Ternus era as AI challenges and memory crunch intensifySeptember 1, 2026 When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology.…
AArtificial intelligence Read More Big Tech’s AI spending is putting a longtime strengths to the testAugust 28, 2026 The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
BBusiness Read More Big Tech’s Anthropic and OpenAI stakes distort corporate earningsAugust 3, 2026 India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at…
BBusiness Read More Tech’s pricey AI buildout: Dwindling cash and soaring memory costsJuly 31, 2026 Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
AArtificial intelligence Read More Apple drops 7%, Amazon surges 12% after earningsJuly 31, 2026 Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
BBusiness Read More Apple (AAPL) Q3 2026 earnings report: Live updatesJuly 30, 2026 Apple reported stronger-than-expected earnings and revenue for the fiscal third quarter, driven by a 22% increase in iPhone sales. But…
BBusiness Read More Tim Cook’s last earnings call comes at momentous time for AppleJuly 29, 2026 Apple’s CEO Tim Cook and John Ternus, Apple’s next CEO, attend the annual Allen and Co. Sun Valley…
AArtificial intelligence Read More 1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spendingJuly 24, 2026 One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
BBusiness Read More Alphabet, Tesla test investor patience AI spending overshadows growthJuly 23, 2026 (L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
EEntertainment Read More Why we’re sticking with Alphabet despite an imperfect quarter and more AI spendingJuly 23, 2026 Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
BBusiness Read More How Apple stock rode the AI rollercoaster to record highs in 1 chartJuly 10, 2026 Apple’s stock has had a bumpy ride this year. But it’s been a lot more pleasant lately —…
BBusiness Read More Jim Cramer says investors are making a mistake with the trillion-dollar tech giantsJuly 9, 2026 CNBC’s Jim Cramer said Thursday that he’s sticking with the market’s largest tech companies despite many delivering lackluster…