Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…
This AI marketing stock is a top gainer today. Goldman says there’s much more to go
Artificial intelligence marketing firm Braze emerged Wednesday as a top performer Wednesday, and Goldman Sachs thinks there’s even…
Demand for AI infrastructure will drive more gains in this stock, says Bank of America
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of…
OpenClaw ChatGPT moment sparks concern AI models becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in…
Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform at the annual Consumer Electronics…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
These stocks are the most at risk from AI disruption
Jefferies analysts just released a basket of major companies at risk of artificial intelligence disruption, providing some guideposts…
UBS turns bullish on Palantir, says buy the dip on this clear AI winner
UBS views accelerating demand tied to artificial intelligence and data spending as a key growth driver for Palantir…
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…