Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Cramer says ask yourself these 3 questions to figure out what's really happening in the market
CNBC’s Jim Cramer said investors can quickly gauge the market by focusing on three things: bonds, oil and Nvidia.
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Longtime OpenAI executive Brad Lightcap leaves as shake-up at AI lab continues
Longtime OpenAI executive Brad Lightcap announced his departure on Tuesday, the latest in a series of recent leadership shake-ups …
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Manus to return as independent company after China forced Meta to unwind $2 billion deal
Last December, Meta said it planned to acquire Manus for $2 billion, its latest effort to shore up its AI strategy.
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Nvidia's 'investible asset,' U.S. oil reserve shrinks, Trump's vaccine order and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Nvidia unveils first open-source AI model since CEO Jensen Huang entered the chat
Nemotron 3.5 Lightning is free for companies to download, use and modify without getting permission or paying Nvidia.
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Tony Blair’s son seeks $200m for new defence startup, reports say
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How one VC burns through hundreds of millions of tokens a day to find the next unicorn
The investor behind a $75-million AI-focused fund explains why reading research papers and testing frontier models has become part…
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South Summit 2026: Three trends shaping the future of European tech
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17 physical AI startups to watch, according to VCs
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OpenAI wraps $7 billion share sale ahead of potential IPO
OpenAI's tender offer has been in the works since the company closed its record-breaking $122 billion funding round in March.
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OpenAI expands Daybreak cybersecurity initiative as AI agent threats evolve
The company introduced Daybreak in May as a way for its ecosystem partners to use its most advanced AI models to adapt to a rapidl…
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Don't let a Wall Street analyst's downgrade of Apple scare you out of the stock
Jefferies analyst Edison Lee cited supply chain checks.
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SpaceX stock rebounds to near $135 IPO price
SpaceX reported better-than-expected revenue in its second-quarter earnings report last week.
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Intel plans $15 billion stock offering as AI demand accelerates
Technology giants have shelled out trillions to support insatiable AI demand and the infrastructure buildout.
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Iran negotiations, Berkshire's stock purchases, Shein's tariff troubles and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Revolut granted French banking licence
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UK air defence startup Cambridge Aerospace hits $3.4bn valuation in new fundraise
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‘I’m not here to be acquired’: Meet Nabla’s new CEO Brian Manning
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How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and Meta
The rogue AI attacks involving OpenAI, Anthropic and Meta all tied back to a small Israeli startup named Irregular.
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Verizon mobile service down for thousands of customers in the U.S., Downdetector shows
Verizon recommended that customers who are still impacted by the outage restart their devices. The company did not provide a reas…
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‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
This week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated …
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The unwind of Situational Awareness isn't the only reason the AI trade is back
The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade
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Chesky says Airbnb will spend ‘a lot more’ on AI as earnings beat and stock surges 15%
Airbnb CEO Brian Chesky wasn’t sure AI would help the company, but a year later, he says it’s the reason growth is back.
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Whatnot valued at $20 billion as live shopping continues to boom
Whatnot, the live commerce platform, has increased its valuation to $20 billion as the popularity of live shopping continues to gr…