Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
€
Jim Cramer says Wall Street's latest trading trend is creating buying opportunities
CNBC's Jim Cramer said stocks are increasingly moving as part of thematic trading baskets rather than on company-specific fundamen…
€
U.S.-Iran talks, OpenAI's Hugging Face hack, Best Buy's new CEO and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
Amazon got $600 million in Trump tariff refunds and will pass return along to some customers
The company previously hadn't disclosed whether it would recoup tariff costs after the Supreme Court ruled many of President Donal…
€
With Moonshot’s free Kimi K3, China changes the sovereign AI playbook
Governments can now deploy top-tier AI locally, bypassing costly U.S. cloud rentals.
€
Software rebound signals potential AI infrastructure rally
The recent rebound in enterprise software stocks suggests beaten-down AI data center names could be primed for a similar investor …
€
Tech CEOs push Washington on AI framework before Aug 1 deadline
OpenAI's Sam Altman and Nvidia's Jensen Huang are lobbying U.S. officials this week as an Aug. 1 deadline will determine how feder…
€
The Fed meeting, Ford earnings, Trump's investment portfolio and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC's Jim Cramer said investors are rotating out of memory-chip winners and into companies with growth outside the data center bu…
€
Oil spurs a sell-off, Trump's new tariffs, Intel earnings and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
The hidden cost of Myanmar’s rare earth mines
As the U.S. races to bypass China, the global hunger for critical minerals is financing warlords and poisoning Myanmar's borderlan…
€
Axiom Biosciences chooses Hong Kong IPO over US primary listing
A U.S. biotech firm is bypassing Wall Street for an initial public offering in Hong Kong, signaling a shift in how American drug d…
€
Bessent says U.S. could sanction China over AI model 'theft'
Chinese open-weight models are gaining steam against leading offerings from American companies like OpenAI and Anthropic.
€
U.S. strikes continue, GM earnings, the latest on cyclosporiasis and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
U.S. death toll in Iran, 'The Odyssey' box office, WarshGPT and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
Voters wary of government ownership in companies as Trump administration takes equity stakes
About half of voters believe it isn't appropriate for the U.S. government to own stakes in companies, a new CNBC poll found.
€
Apple Overtakes Nvidia as World's Most Valuable Firm
Apple briefly dethroned Nvidia on Friday as the world's most valuable company, reflecting a Wall Street pivot toward capital-light…
€
Chip stock sell-off, Netflix earnings, Trump's approval rating and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
€
U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 revenue from China, but geopolitical headwinds present a delicate situation.
€
Moonshot AI's Kimi K3 Triggers Selloff in Chinese Rivals
Beijing-based Moonshot AI has released a record-breaking model that outperforms mid-tier US systems on key tests, wiping out marke…
€
SoftBank sinks 8% as Japanese chip stocks track Wall Street AI sell-off
Japanese AI-linked stocks tumbled as a fresh rout in U.S. semiconductor shares spread across Asia after Taiwan Semiconductor Manuf…
€
Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership
The technological rivalry between China and the U.S. has intensified, as they race for AI dominance.
€
SpaceX stock sinks below $135 IPO price for the first time
SpaceX shares fell for a fourth-straight session on Wednesday days after entering the Nasdaq-100
€
DTCC, Wall Street’s post-trade powerhouse, tests tokenized markets with industry heavy hitters
The DTCC is pushing to bring tokenization of real world assets from concept to reality using existing financial infrastructure.
€
Alibaba’s U.S.-listed shares rise 4% after Qwen AI set to be integrated in Apple Intelligence
The Cyberspace Administration of China on Wednesday included Apple's AI services on a list of approved providers.