Trump launches ‘Tech Corps’ to boost U.S. influence
Global betwork concept using maps from NASA. Fotograzia | Moment | Getty Images As competition with China intensifies,…
China’s AI surge — real threat or hype?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Most…
Sam Altman and Dario Amodei don’t hold hands at India AI summit
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
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.…
AI fears hitting software stocks. Citi sees opportunity in many names
Worries over how artificial intelligence may disrupt software companies have shaken up those stocks, and Citi says some…
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.…
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…