U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…
Alphabet shares fall on report its Gemini 3.5 Pro AI model is delayed
Alphabet shares sank 4% on Thursday following a report that the company has delayed releasing its flagship artificial…
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…
Apple’s China breakthrough provides another tailwind for its stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
One of the best AI data stories is emerging in this social media stock, says Tony Zhang
Reddit is being re-rated in real time, from a hard-to-value social platform into one of the clearest data…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…
Google DeepMind chief calls for U.S. to lead AI standards body
The chief of Google’s AI division has called for the U.S. to spearhead a standards body that will…
A toxic stew drags stocks lower as we look at what can get the AI trade back on track
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
AI is entering a new phase — and these are the stocks investors should be watching
In this Club Check-in, Investing Club’s Paulina Likos and Zev Fima discuss Wall Street’s shift from AI euphoria…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple’s stock has had a bumpy ride this year. But it’s been a lot more pleasant lately —…
Apple sues OpenAI alleging trade secret theft
The Apple Park campus stands in this aerial photograph taken above Cupertino, California, U.S., on Wednesday, Oct. 23,…