Tech & AI
The business of technology: the AI capital cycle, chips, platforms and the money behind them.
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Crypto’s infrastructure era arrives, with AI agents poised to reshape demand
Crypto companies are trying to build a second growth engine by turning agents into the next wave of users.
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Arizona wants Taiwan’s investors to think beyond chips
The Taiwan Semiconductor Manufacturing Company (TSMC) fabrication plant in Phoenix, Arizona.
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July jobs report, Airbnb earnings, fuel prices and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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The top junior VCs to watch in Europe, according to partners
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SK Hynix to invest $38 billion building new memory chip plants as demand soars
Memory prices have surged because of short supply and huge demand with investors watching closely for any changes to the supply-de…
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Meet the 30+ venture scouts A16z has hunting for deals across Europe
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Meta ordered to pay $567 million into abatement fund as remedy to child harms case in New Mexico
A judge in New Mexico ordered Meta to pay $567 million into an abatement fund after a jury ruled the company violated the state’s …
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Jim Cramer highlights 5 investing themes — and the stocks to buy for each
CNBC’s Jim Cramer said earnings season reinforced five investing themes he thinks will produce the market's best buying opportunit…
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GAO finds Elon Musk's DOGE inflated claims of $110 billion in savings for federal government
The nonpartisan watchdog found Elon Musk's DOGE didn't cut as much federal spending as it claimed and that it fell far short of it…
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Airbnb stock soars 12% on earnings and revenue beat, strong guidance for third quarter
Airbnb said it's seeing strong demand "across all regions", contributing to the company's better-than-expected forecast.
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AMD buys chip startup that hardwires AI models into its silicon
Taalas' current chip runs a small version of Meta's Llama 3.1, though the company is working on chips for bigger and more advanced…
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Big Tech's free cash flow — or lack thereof — only tells part of the investment story
Hyperscalers are still reporting impressive growth in operating cash flow.
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Rep. Jim Jordan, House Republicans raise alarms over new South Korean 'fake news' law
GOP members of the House Judiciary Committee on Thursday sent a letter to South Korean regulators raising concerns about a law the…
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Google's AI shake-up, tariff refunds, the interest rate outlook and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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SpaceX stock could face further pressure as first batch of shares unlock since IPO
With the first tranche of SpaceX shares held by insiders unlocking, the stock could see downward pressure.
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Hadrian valued at nearly $8 billion after fresh funding as money pours into defense tech
Hadrian is one of a number of defense tech startups raising large sums and benefiting from President Trump's plans to upgrade the …
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Khanna to introduce 'Data Center Bill of Rights' as fight over AI power plants heats up
Michigan Democratic Senate candidate Abdul El-Sayed, who won a competitive primary Tuesday, has endorsed state and local moratoriu…
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Nintendo's fiscal first-quarter profit and revenue beat estimates, despite Switch 2 sales slump
Nintendo reported fiscal first-quarter earnings Thursday.
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Google is expanding its AI empire — and losing the people who built it
Google’s cloud boom is testing the company's commitment to frontier AI as commercial returns take priority.
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Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
Despite heightened volatility analysts remain optimistic over the outlook of the tech sector, with J.P. Morgan saying the tech sel…
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Europe’s 50 most active equity investors in H1 2026
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Jim Cramer says the market's biggest opportunities have room for multiple winners
CNBC’s Jim Cramer said not to make the mistake of treating fast-growing industries as winner-take-all markets because multiple com…
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Etsy laying off 12% of staff in bid to streamline business, position for growth
Etsy announced the layoffs along with second-quarter earnings.
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Marc Benioff gets a new operating chief, as Salesforce promotes Miguel Milano
Salesforce promoted revenue head and former Oracle executive Miguel Milano to role of operating chief.