Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Tesla recalls 3 million vehicles in China over doorhandle safety, driver monitoring
Tesla will voluntarily recall about 3 million of its vehicles in China to address doorhandle safety concerns and deficient driver …
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Broadcom debt deal expected to reach upwards of $70 billion, sources say
Broadcom is in talks to raise upwards of $70 to $80 billion in debt for a chip financing deal, CNBC's David Faber reported on Frid…
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4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
While often trading together, these companies are not the same.
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A dumpling shop becomes a poster child of AI adoption in China
Business owner quotes Deng Xiaoping as motivator: “Science and technology are a primary productive force.”
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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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No more doom scrolling or Instagram Stories? A Meta trial loss could end the social media we know
"These trials are often compared to the Big Tobacco lawsuits of the 90s, and the outcome will likely be analogous as well," one an…
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Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday that AI has dramatically changed the memory business.
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Jim Cramer says there's an 'incredibly jarring gulf between stock prices and reality'
Worries about the state of the consumer, higher oil prices and elevated interest rates are overshadowing strong company fundamenta…
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The Treasury's debt buyback, Walmart earnings, Boise's AI boom and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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How Micron's $50 billion Boise buildout is reshaping its hometown
Micron's AI-fueled rise and expansion are creating jobs and wealth in Boise, Idaho, while adding pressure to housing, traffic and …
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Stripe to buy OpenRouter as fintech expands deeper into AI
Stripe said it's acquiring OpenRouter, as the payments company expands into the artificial intelligence model market.
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OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees
In an all hands meeting, Friar told employees not worry about rival Anthropic's IPO timeline.
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Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares
Google and its competitors have been pursuing custom chips to improve efficiency and reduce reliance on Nvidia.
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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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Amazon to expand drone service to nearly 500 cities after targeting 1 million deliveries this year
Amazon has quietly expanded its drone service to more metro areas in recent months after receiving a key regulatory greenlight ena…
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Jim Cramer says the market is too negative — and that’s creating buying opportunities
CNBC’s Jim Cramer said widespread pessimism over rising rates, oil prices and inflation is pushing stocks lower and creating attra…
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Apple overhauls Europe app store fees to resolve payments clash
The iPhone maker said the changes "resolve" disagreements with regulators stemming from the implementation of Europe's Digital Mar…
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Cramer likes this retailer ahead of earnings — but sees trouble for one of our tech giants
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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Crypto exchange Kraken launches cash back debit card in bid for consumer wallets
Kraken is vying for a place in consumer wallets as crypto evolves from an asset class into infrastructure for mainstream financial…
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Treasury yields rise, Home Depot earnings, Paramount's bond request and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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'Worrisome': AI is driving a looming market correction, central bank economists warn
History suggests valuations will tumble even if they are a fair reflection of the transformative power of AI, according to a Europ…
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Nvidia's AI moat is shifting from chips to capital
Nvidia still has dominant market share in AI chips, but with competition picking up steam, the company is taking greater advantage…