Apple enters Ternus era as AI challenges and memory crunch intensify
When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology.…
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…
Big Tech’s Anthropic and OpenAI stakes distort corporate earnings
India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at…
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…
Apple (AAPL) Q3 2026 earnings report: Live updates
Apple reports fiscal third-quarter results after the bell. Here’s what analysts are expecting, according to LSEG. Earnings per…
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…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple’s stock has had a bumpy ride this year. But it’s been a lot more pleasant lately —…
Unwind of AI trade being tested
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video…