Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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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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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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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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Waymo to launch driverless rides in Germany in 2027, entering third market outside U.S.
Waymo has been the biggest robotaxi player in the U.S., and has announced plans to enter the UK, Japan and now Germany.
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World Liberty Financial CEO Zach Witkoff says success of stablecoin silences charge of Trump cronyism
Zach Witkoff, CEO of Trump-linked World Liberty Financial, said conflict-of-interest concerns related to the Trump family are misp…
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U.S. economic offense, Lego's record revenue, Nvidia's losing streak and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Bessent's 'toolkit,' American brands in China, data center backlash and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Target earnings, Canada tariffs, American Airlines' seatback screens and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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U.S. retreat from global order ‘eroding’ European competitiveness, central bank boss warns
ECB chief Christine Lagarde called for better integration across the region if Europe wants to compete in the age of AI.
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The U.S. banned Nvidia's best chips from going to China. Now it's trying to close a crucial loophole
Chinese AI firms have reportedly accessed advanced Nvidia computing power overseas, testing U.S. export controls. Lawmakers weigh …
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South Korean retail investors shift billions to US stocks amid local margin decline
South Korean retail investors are redirecting billions into U.S. equities and leveraged funds to maintain artificial intelligence …
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Ban on Chinese robots leaves U.S. startups stranded
Three Unitree G1 humanoid robots are pictured at robotics company Unitree's first retail store in Beijing.
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Drone stocks rally after Trump orders tariffs on foreign-made components
The U.S. is looking to scale defense manufacturing and chip away at China's drone dominance.
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Meta and Nvidia launch open AI models to counter Chinese rivals
Meta and Nvidia are releasing open-weight AI models to capture government and banking clients who cannot use Chinese alternatives,…
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Nvidia's 'investible asset,' U.S. oil reserve shrinks, Trump's vaccine order and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Don't let a Wall Street analyst's downgrade of Apple scare you out of the stock
Jefferies analyst Edison Lee cited supply chain checks.
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Verizon mobile service down for thousands of customers in the U.S., Downdetector shows
Verizon recommended that customers who are still impacted by the outage restart their devices. The company did not provide a reas…
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Hadrian valued at nearly $8 billion after fresh funding as money pours into defense tech
Hadrian is one of a number of defense tech startups raising large sums and benefiting from President Trump's plans to upgrade the …
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Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
Despite heightened volatility analysts remain optimistic over the outlook of the tech sector, with J.P. Morgan saying the tech sel…
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Warren presses Lutnick over UAE access to sensitive U.S. tech after Trump crypto investment
Sen. Elizabeth Warren asked Howard Lutnick to explain eased UAE export controls after UAE-linked entities invested in the Trump fa…
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Saudi wealth fund and Jared Kushner's Affinity finalize $55 billion EA Sports deal
EA said its stock has ceased trading and will be delisted from the Nasdaq. Its shareholders will receive $210 in cash per share.
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Palantir earnings, McDonald's new U.S. head, tiny 'cars' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.