Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Mistral in talks to raise €3bn at €20bn led by EQT fund
The French AI company is securing a massive Series D that could mark the inaugural investment from the EU's €5bn Scaleup Fund, ref…
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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.
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'If you're not AI-native, you're not getting funded': European fintech's H1 funding figures
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Can Kanishka Narayan make up for the loss of DSIT?
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China's AI labor squeeze drives tech firms to high schools
Facing a projected deficit of 5 million workers by 2030, Chinese technology and automotive companies are bypassing universities to…
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Jim Cramer says it's time to look beyond tech as AI uncertainty rattles the market
CNBC's Jim Cramer says the AI trade has become too unpredictable, making this a better time to put new money into high-quality com…
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UK scraps dedicated tech department in Burnham reshuffle
Prime Minister Andy Burnham has abolished the UK's dedicated science and technology department, raising concerns among investors t…
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Boeing takes the right approach on new planes. Plus, a word of caution this earnings season
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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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.
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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.
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Bezos backs CuspAI as startup teams up with Nvidia to hunt for chipmaking materials
CuspAI is part of a new wave of companies looking to use AI to solve challenges in the physical world.
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15 anti-fraud startups to watch in 2026, according to investors
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How Daniel Ek is building his ‘new European dream’
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China's Zhongji Innolight sees shares surge after Hong Kong listing approval
The deal size will exceed Luxshare Precision's $3.1 billion IPO earlier this month, making it the largest listing in Hong Kong thi…
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TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says
Speaking in an exclusive interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer …
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Tech Capital Rotates From Semis to Hyperscalers
A sharp rotation away from semiconductor stocks toward hyperscalers and cybersecurity names drove major indices lower, overshadowi…
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Nvidia CEO Jensen Huang Leather Jacket Sells for $960,000 at Sotheby's
A pre-worn leather jacket belonging to Nvidia Chief Executive Jensen Huang sold for $960,000 at auction, underscoring intense coll…
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Meta in early talks to lease AI compute to Anthropic
Anthropic is exploring a deal to rent computing power from Meta, signaling a potential new revenue stream for the social media gia…
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AI spending fears drag semis lower; Apple reclaims top spot
Renewed concerns over artificial intelligence spending triggered a broad semiconductor retreat that briefly pushed a key ETF into …
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Amazon Zoox recalls 105 robotaxis as NHTSA cracks down on AVs
Amazon's Zoox has recalled software in 105 robotaxis over a failure to detect smoke, underscoring the regulatory risks facing auto…
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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…
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Can AI beat a goldfish at calling the World Cup?
As chatbots compete to forecast the tournament, an unlikely rival from a Toronto fish tank continues to outperform them.
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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.
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