There’s a structural shift taking place in AI that investors may be missing. How to play it
Advanced Micro Devices has recently transformed from emerging artificial intelligence supplier to validated infrastructure partner with its recent…
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…
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.…
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.…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
AI companies pour big money into ads
Samuel Boivin | Nurphoto | Getty Images Artificial intelligence companies are playing their biggest role yet at the…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Meta poised for nearly 40% upside on compelling AI and ad opportunities, analyst says
Meta ‘s advertising engine and expanding AI capabilities position it to unlock meaningful incremental revenue over time, according…
Will cooler heads prevail at Davos WEF 2026?
World Economic Forum security badges Leonie Kidd | CNBC Davos Season I have been going to the World…
Billion-dollar AI startup founders are getting younger — here’s why
Alexandr Wang, former CEO of Scale, attends an AI summit in Paris in February 2025. Getty Images The…
Meta lays off VR employees, underscoring Zuckerberg’s pivot to AI
Meta CEO Mark Zuckerberg demonstrates an Oculus Rift virtual reality (VR) headset and Oculus Touch controllers during the…
Are we in an AI bubble? What tech leaders and analysts are saying
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and…