1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Nvidia, Microsoft, Meta warn against overregulating open-weight models
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago |…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
AMD to invest up to $5B in Anthropic as part of computing power deal
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event…
Apple prepares a new way to buy iPhones. Plus, making sense of Google’s new AI models
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Anthropic in early talks with Meta to acquire compute power
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India,…