Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’
AI-related chip stocks have been volatile amid a debate over AI demand and spending.
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Exclusive: Yann LeCun’s newly-launched fund shuts as exclusivity relationships emerge
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How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple stayed true to itself in the AI race, and Wall Street is finally rewarding the stock for it.
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Meta stock got the 18% pop Jim Cramer said it could on cloud news. What's next?
Investors are also celebrating Meta's launch Thursday of Muse Spark 1.1.
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Chip rally, Fed task forces, Delta earnings and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Why the stock market and economy may seem out of sync
The stock market has boomed on AI euphoria, while the trajectory of the U.S. economy has been more tepid, economists said.
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Meta found to breach EU laws with 'addictive' Instagram, Facebook designs
Instagram and Facebook's "addictive" designs have put Meta in breach of the European Union's digital laws, the EU concluded Friday…
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The Tech Download: Teen social media bans miss a key part of the puzzle: AI chatbots
Teenagers are increasingly becoming dependent on AI chatbots, echoing a familiar problem with social media in the 2010s.
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OpenAI exec Fidji Simo says she's stepping down due to chronic illness, will transition to advisor
Fidji Simo stepped away from OpenAI in April for a medical leave, says she now has to focus on recovery.
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How tourist investors fell out of love with European tech's once-hottest sector
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Will SK Hynix’s Wall Street debut narrow its 'Korea discount'?
As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing serves as a major test of whether the company can shed it…
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‘Physical AI is Europe’s last chance to be useful to the world’
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The sovereign capital, global chipmakers and serial investors behind Europe’s new unicorns
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Over $500m in fresh funding, risks of “French state influence” and a 100x valuation: What Pasqal’s SPAC filings reveal
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‘We are at a systematic disadvantage in Europe’: Pasqal CEO on listing in the US
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Jim Cramer says investors are making a mistake with the trillion-dollar tech giants
CNBC's Jim Cramer said that investors are making a mistake when comparing all the "Magnificent Seven" companies when they all have…
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Micron shares rise almost 5% after company announces billions more in U.S. chipmaking investments
Micron announced a new round of investments aimed at boosting the U.S. semiconductor supply chain.
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Anduril CEO says it's bad to IPO in ‘middle of a hype cycle’
Anduril recently hit a $61 billion valuation, becoming one of the most highly valued private tech companies.
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Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket
Palo Alto Networks CEO Nikesh Arora said high token costs could prevent businesses from adopting artificial intelligence at scale.
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Anthropic appoints former Fed Chair Ben Bernanke to its independent trust
Members of the trust advise Anthropic leadership and do not hold any equity in the company.
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OpenAI's newest AI model is 54% more token efficient on agentic coding, Altman tells CNBC
The company is rolling out GPT-5.6 Sol, Terra and Luna after an initial limited launch.
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Cramer defends a struggling tech giant and says another stock could soon be a buy
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
Meta is upgrading its Muse Spark artificial intelligence model under the leadership of AI chief Alexandr Wang.
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