Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Stock market today: Live updates
Chip stocks rise in Europe after Nvidia earnings European semiconductor stocks jumped in early trading on Thursday, after…
Trump reshuffled his portfolio in June, selling names like Meta and buying Berkshire Hathaway
President Donald Trump disclosed just over 1,000 financial transactions for the month of June in what appears to…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push
Gemini AI signage during the Google I/O Developers Conference in Mountain View, California, US, on Tuesday, May 19,…
AI will drive more gains for this circuit board builder, says UBS
Jabil has positioned itself to become a beneficiary of hyperscalers’ massive spending on artificial intelligence, making it a…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
Microsoft makes OpenAI GPT-5.6 Sol default in GitHub Copilot for staff
Jay Parikh, executive vice president of CoreAI at Microsoft, speaks at a Siemens news conference at the Consumer…