What the midterms mean for defense, healthcare, crypto and AI stocks
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina…
Why AI is boosting Meta’s ad business while hurting Google search
INDIA – 2025/05/13: In this photo illustration, a Meta logo is seen displayed on a smartphone with a…
OpenAI pares fundraising goal, now seeking up to $20B in latest round
OpenAI CEO Sam Altman speaking at Oracle AI World in Las Vegas, Nevada, on Oct. 27, 2026. CNBC…
Anthropic’s path to the Nasdaq just got a lot bumpier
Co-founder and CEO of Anthropic Dario Amodei looks on as President Donald Trump speaks to the press after…
AI stocks sell off as investors question AI spending returns
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Oct.…
Jim Cramer on Microsoft, Alphabet AI spending
Key Points CNBC’s Jim Cramer said Wall Street has shifted from rewarding aggressive AI spending to favoring companies…
AI debt outlook: Oracle, Alphabet and Amazon in focus
A drone view shows a data center at the Google Storey County Campus in the Tahoe-Reno Industrial Center…
Microsoft offers voluntary buyouts as AI leads to efficiency push
Microsoft said Monday that it’s offering buyouts to a wide swath of employees as it strives to balance…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
Apple and Meta team up to make Muse AI model run on Mac computers
Tim Cook and Mark Zuckerberg have clashed for years, but with John Ternus taking the reins at Apple,…
CoreWeave stock sinks as bond yields surge near 15%
CoreWeave’s stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…