Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
Pension funds are ramping up private credit bets despite risks
Pension funds are sticking with private credit, and in some cases doubling down on allocations even as concerns…
Big Tech cannot afford to be cheap on AI spending
Cloud computing giants cannot afford to pinch pennies on the artificial intelligence buildout, CNBC’s Jim Cramer argued Wednesday.…
Apple’s R&D spending climbs to 10% of revenue on AI investments
Apple CEO Tim Cook gestures as he departs after a business leaders reception with the U.S. president on…
A sanctioned Chinese firm says cheaper models can still win
China’s artificial intelligence race has no finish line. DeepSeek, Moonshot AI, Alibaba and even consumer electronics firm Xiaomi…
Chip stocks surge in ‘historic’ month
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After…
Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead
Apple on Thursday evening reported a strong quarter to wrap up a busy week of megacap earnings. Clearly,…
Reddit’s CEO calls his company ‘the fuel’ for artificial intelligence
Reddit CEO Steve Huffman said his company may be one of the most underappreciated winners of the artificial…
Markets underpricing the risk of Middle East AI pullback
A potential pullback by Middle East sovereign wealth funds could drain hundreds of billions of dollars from the…
Microsoft quarter shows strong AI demand. Street sees big stock gains ahead
Microsoft appears bound for a bounce as its latest quarterly report shows signs its artificial intelligence strategy will…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) during Pershing Square Capital Management LP’s…