Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Investors reject AI capex surge as oil spikes hit rate outlook
Escalating Middle East tensions pushed oil above $100 a barrel and revived inflation fears, but the week's defining market shift w…
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Nvidia locks in $500bn SK Hynix memory supply for AI buildout
Nvidia's massive multi-year deal with SK Hynix secures critical high-bandwidth memory for its next-generation systems, signaling t…
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Why state-owned AI won’t solve inequality
Government ownership of AI companies may promise shared wealth, but it risks weakening oversight and accountability.
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Softbank considers $500m acquisition of Swiss robotics startup Gravis
Tokyo-based Softbank is reportedly weighing a takeover of the autonomous heavy machinery developer, a move that underscores a broa…
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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.
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The great VC exodus: 14 investors who joined startups
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The European startups offering the highest salaries
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AI, dual use and spacetech: the new stars of debt funding
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Amazon mandates AI image labels for sellers under New York law
Amazon will require third-party merchants to tag AI-generated people in product listings, exposing its vast marketplace to a patch…
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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…
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Tesla earnings, Amazon layoffs, Kevin Warsh's favorite phrases and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Tesla and Alphabet shares slump in premarket trading as AI spending concerns spook investors
Both Tesla and Alphabet signaled higher spending as they invest in artificial intelligence.
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Meet the team helping Yann LeCun build AI startup AMI Labs
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Sifted buys Onstage to capture early-stage European VC pipeline
Sifted has acquired startup events business Onstage, its first-ever deal, to capture European founders earlier and funnel them dir…
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9 neocloud startups to watch, according to investors
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ServiceNow raises full-year guide as CEO highlights kill switch for rogue AI
ServiceNow has raised its full-year guidance as Chief Executive Bill McDermott argues that the rising security risks of autonomous…
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Revolut employee share sale values fintech at $115bn
Revolut is executing a secondary share sale that values the fintech at $115 billion, marking a sharp acceleration in its valuation…
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SpaceX ends its losing streak, oil prices jump, the Fed's AI red flags and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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UK defence tech has ‘high hopes’ for new finance minister John Healey
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Sony’s 'ironic' PlayStation disc decision upends gamer conventions and threatens a $7 billion resale market
In 2013, Sony tweaked Xbox by showing how easy it was to share a PlayStation disc. Now, gamers say Sony has become exactly what it…
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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…
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Jim Cramer says this old-school investing concept still wins — even in the AI boom
CNBC's Jim Cramer urged investors to diversify beyond the market's hottest AI winners, warning that no single investment theme sho…
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Exclusive: Visionaries shakes up investment team ahead of new fund
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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.