Op-ed: Salesforce revealed next battleground in AI. It’s not models
Putilich | Istock | Getty Images Analysts and pundits in finance have an endless supply of clever, simplistic…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
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…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Chamath Palihapitiya: Soaring AI spend will hit company earnings
Tech investor Chamath Palihapitiya on Tuesday said artificial intelligence usage could negatively impact some companies’ earnings, in part…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
On Semi strikes $7 billion deal for Synaptics in physical AI push
On Semiconductor has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push…
An AI price war could steal the thunder from pending Anthropic, OpenAI IPOs
The high price of high-end artificial intelligence could mean a price war is coming right before two more…