Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Normally staid bond investors have a new biggest worry: An AI bubble
Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to…
Trump launches ‘Tech Corps’ to boost U.S. influence
Global betwork concept using maps from NASA. Fotograzia | Moment | Getty Images As competition with China intensifies,…
China’s AI surge — real threat or hype?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Most…
Sam Altman and Dario Amodei don’t hold hands at India AI summit
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
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.…
Businesses scramble to reach China’s growing experiences economy
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here.…
AI disruption fears slam new corners of the market, and Google reminds us why we own it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Takaichi and the AI trade in focus this week
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP), speaks during a press conference…