Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Chinese carmakers now sell one EV abroad for every two at home
Dwindling sales at home are pushing the cars toward Brazil, Thailand, and the Gulf.
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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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Jim Cramer says it’s not too late to own any one of these 4 soaring memory stocks
CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as demand and greater supply discipl…
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Anthropic tells investors annualized revenue run rate climbed to $65 billion in July
Anthropic's revenue run rate is up about sevenfold from a year earlier.
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Nvidia's stock has started to come alive. Here's 3 reasons why it can continue
The leading AI chipmaker has rebounded since late July.
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Nvidia backs financing for OpenAI data center in Ohio
Technology giants are shelling out billions to scale capacity to meet massive data center demand.
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Berkshire's Alphabet stake, Meta goes back to court, Europe's champagne problems and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Meta faces ‘astronomical’ consequences as legal fight reaches critical moment in California
Less than two weeks after a loss in New Mexico, Meta faces a much bigger legal test in a case being co-led by California's attorne…
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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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I drove Tesla FSD, Rivian Autonomy+ ‘hands-free’ driving systems. Here’s how they compare
Rivian is trying to catch up to Tesla's "hands-free" capabilities, but with additional safety guardrails that the Elon Musk compan…
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Nvidia discloses $21 billion stake in SpaceX following xAI buyout
The chipmaker's significant equity position highlights the deepening commercial ties between Elon Musk's aerospace company and its…
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OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
OpenAI CFO Sarah Friar met with investors following a week of turmoil in the C-suite that included the sudden departure of revenue…
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OpenAI talent exodus raises 'huge red flag' ahead of IPO
OpenAI's C-suite turnover gives investors another reason for concern as the company pushes toward a mammoth IPO.
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UK spinout investor Northern Gritstone to open San Francisco office
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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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European fintech has a culture problem
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Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Data centers in space could be a new frontier for insurers — if they can price the risk
The push to build data centers has moved to lower Earth orbit, and insurers could be facing a new market with plenty of complexity…
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Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk
An investor who's witnessed every major technology for the last four decades joins CNBC's The Tech Download podcast.
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Nintendo shares pop 7% after 'Pokémon Pokopia' sales top 5 million
Nintendo has been grappling with rising memory prices which forced the company to raise prices of its Switch 2 console which went …
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10 drone startups to watch in 2026, according to VCs
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Europe’s 30 most active public funds in H1 2026
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China built robots that can do backflips – but can they make money?
Unitree’s IPO will gauge investors’ appetite for a technology that has yet to prove its commercial viability amid intensifying geo…
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Cramer says investors shouldn't let past market crashes scare them out of today’s winners
CNBC's Jim Cramer warned investors against relying too heavily on historical comparisons, arguing that doing so can cause them to …