AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
A trader works on the floor of the New York Stock Exchange (NYSE) during the opening bell in…
Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Nvidia, Corning partner on three new optical factories NC, Texas
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three…
Anthropic weighs raising funds at $900B valuation, topping OpenAI
Dario Amodei, co-founder and chief executive officer of Anthropic, during the company’s Builder Summit in Bengaluru, India, on…
Anthropic in European AI data center push, recruits for key dealmaker
Anthropic is ramping up a push to secure European data center deals to power its AI models, as…
5 things to know before the market opens Tuesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and congratulations to…
Alphabet will surge 40% as Google becomes an AI leader, Wells Fargo says
Alphabet has room to run due to Google being well positioned to emerge as a frontrunner in the…
OpenAI data center pivot underscores Wall Street IPO concerns
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock’s 2026 Infrastructure Summit in Washington, DC, US,…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’
Nvidia CEO Jensen Huang said the company’s recent $30 billion investment in OpenAI “might be the last time”…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
European tech stocks to watch when Nvidia reports earnings
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could…