AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Apple drops 7%, Amazon surges 12% after earnings
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
Microsoft’s Xbox chief lays out plan to pass rivals on margin by 2030
Asha Sharma, CEO of Xbox at Microsoft, speaks at the Bloomberg Tech conference in San Francisco on June…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner unwound all of its public stock…
Jim Cramer says software’s comeback could be the blueprint for AI stocks’ next rally
CNBC’s Jim Cramer said on Wednesday that software’s sharp turnaround shows how quickly Wall Street can change its…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said Tuesday that Wall Street is taking profits in this year’s biggest AI infrastructure winners…
The Dow jumps as the AI trade wobbles. Plus, a portfolio name goes on the M&A hunt
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Nvidia launches AI initiative as OpenAI cyber attack fallout continues
Nvidia and a host of tech giants on Monday launched a new artificial intelligence safety initiative focused on…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…