Can hyperscalers justify their huge AI capex?
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Takaichi and the AI trade in focus this week
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP), speaks during a press conference…
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.…
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…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Microsoft is the best ‘pure play’ on AI adoption, says Piper Sandler
After Microsoft’s big fall following its earnings report last week, Piper Sandler is naming the stock as a…
Elon Musk joins his rocket and AI businesses into a single company
NEW YORK (AP) — Elon Musk is joining his space exploration and artificial intelligence ventures into a single…
Microsoft’s $381 billion rout exposes dark side of the AI binge
(Bloomberg) — Wall Street’s apprehension about the cost of developing artificial intelligence technology has been simmering beneath the…
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David…
American AI coding agents are impressive. But so are China’s
Information on Zhipu’s AI service on the web, dubbed Z.ai, arranged on a computer in Shanghai, Jan. 7,…
This year could be ‘make or break’ for OpenAI, AI model developers
Key Points Investor scrutiny is set to increase this year as AI foundation model developers chart their way…