Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Meta’s $18 billion settlement puts TikTok and YouTube on notice. Who's next on the firing line?
"Meta is seeking to ensure its competitors will face the same rules," one business professor told CNBC after Meta called on rivals…
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Grand Theft Auto 6 preview signals blockbuster demand, analysts say
Take-Two shares moved higher in premarket Friday, as analysts said they were bullish on the GTA maker's parent company following a…
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Warsh speaks from Wyoming, Old Navy's new CEO, how Taylor Farms became so massive and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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The Tech Download: BlackBerry lost the phone war. Now it's betting on cars and robots
BlackBerry CEO John Giamatteo joins CNBC's Arjun Kharpal on The Tech Download podcast.
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Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics
Salesforce's stock had its second-best day on record following earnings, as Wall Street shows renewed confidence in CEO Marc Benio…
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Judge blocks Pentagon blacklist of Anthropic as supply chain risk
The Defense Department had barred the U.S. military from using Anthropic's Claude
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How DeepSeek founder's quant empire is taking on China's choppy IPO boom
High-Flyer Quant, which bankrolled DeepSeek, has come to the fore, making a push into new listings as it chases returns in China's…
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CrowdStrike CEO: AI exposes dangerous cyber gaps that legacy tools can’t handle
CrowdStrike CEO said Thursday that AI is allowing attackers to find and exploit vulnerabilities faster, making the company's prote…
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UAE ‘spy sheikh’ backs 49% stake in Trump family’s crypto bank venture, WSJ reports
World Liberty’s proposed trust bank has preliminary federal approval as the Trump-backed crypto venture deepens its ties to a seni…
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SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway
At the groundbreaking ceremony for SK Hynix's first U.S. facility, CEO Kwak Noh-Jung says Indiana will be a key memory production …
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Why Jim Cramer sees CrowdStrike as a buy despite its incredible comeback rally
Jim Cramer shares why there more momentum behind CrowdStrike's stellar performance this year
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Salesforce leads software rally, rocketing 20% on track for second-best day ever
Salesforce reported a strong beat on second-quarter earnings and announced an expanded AI partnership with Anthropic.
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Nvidia is bolstering support for Chinese open AI models as it warns of White House crackdown
Nvidia is optimizing hardware for DeepSeek and Qwen while warning that potential U.S. restrictions on models originating in China …
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Nvidia's revenue outlook, Meta's $16.7B settlement, mail-in voting and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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After Meta's landmark settlement with state AGs, legal headaches remain
Meta's agreement to settle a federal social media addiction case with state AGs doesn't absolve the company of similar litigation …
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India’s data center boom is leaving the people it displaces with nothing
Communities are being left behind as AI companies secure tax breaks, cheap land from willing governments.
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Nvidia agrees to buy Hugging Face for $12.9 billion, report says
Nvidia reportedly agreed to buy open source AI platform Hugging Face for $12.9 billion as the chipmaker expands deeper into the AI…
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Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low'
Nvidia CEO Jensen Huang defended the chipmaker’s growing role in financing AI companies, calling its investments a “once in a gene…
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Nvidia projects 70 percent revenue growth to become second largest U.S. tech firm
Nvidia's projection of 70 percent revenue growth for fiscal 2028 would push its sales past 673 billion dollars, signaling that art…
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Salesforce shares surge as Benioff dismisses AI threat to SaaS model
Salesforce shares jumped more than 12 percent following robust earnings and guidance, signaling to investors that artificial intel…
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The training model that took Europe and became compulsory in China arrives in Latin America
euros.run assessed fifteen artificial intelligence programmes against the eight parameters published this month. Three of the find…
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Only 18% of US job adverts still ask for a degree. The training market has noticed
Confidence in American higher education has fallen to 38%, and formal education requirements have dropped across 87% of occupation…
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Salesforce, Anthropic expand partnership as Benioff responds to ‘SaaSpocalypse’ concerns
"We're delivering a dynamic interface that thinks, reasons, and acts," Salesforce CEO Marc Benioff said in a statement.
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Anthropic and Nscale strike $45 billion cloud deal, sources say
Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center development in West Virgina, according to so…