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The AI trade cooled and oil sank. A closer look at Wall Street's volatile week
Micron finished the week in the red despite a blockbuster earnings report. But falling oil prices was good news for the fight against inflation.
The memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller players
While Apple and Microsoft raise prices on key devices to help cover the soaring costs of memory, smaller consumer electronics companies are in dire straits.
Alphabet burnishes one of its best weapons in the battle for AI supremacy
The Google parent's homegrown silicon is a big advantage in the AI compute race.
How GE Vernova builds the massive gas turbines powering the AI data center boom
GE Vernova turbines are powering Elon Musk's xAI Colossus 1 data center and Microsoft just bought seven to power its data center in Texas.
Trump admin allows Anthropic to release Mythos AI model to some companies, government agencies
Anthropic disabled access to its Fable 5 and Mythos 5 models to comply with a government export control directive citing "national security authorities."
China's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu's GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.
ON Semi tanks 24% following Synaptics deal as CEO defends core business
The pivot into physical AI grows On Semi's addressable market by an additional $30 billion, the company said.
Trump threatens 100% tariffs on countries putting 'Digital Services Tax on American Companies'
"This TARIFF will supersede Trade Deals made with the Country, whether implemented, signed, or not," President Donald Trump wrote in a Truth Social post.
Meta's flurry of AI initiatives this month hasn't helped lift the stock. What will?
Meta has to justify its AI spending to unlock the struggling stock.
OpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources say
OpenAI said it confidentially filed its prospectus with the SEC earlier this month, but noted it "may be a while" before it goes public.
OpenAI limits new AI models to 'trusted partners' at request of U.S. government
OpenAI said it previewed the new models' capabilities with the government ahead of the launch.
Micron sinks, continuing a whipsaw week of trading
Micron Technology's shares tumbled on Friday amid a global sell-off in technology stocks.
OpenAI and Anthropic face new AI reality as users shift from 'tokenmaxxing' to efficiency
Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.
Billionaire investor Jeremy Grantham says bitcoin will 'dwindle away with a whimper'
Jeremy Grantham renewed his long-running criticism of bitcoin, predicting it will gradually fade into irrelevance over decades.
The memory crunch, Supreme Court rulings, 'inheritourism' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Rise in memory chip costs puts pressure on retailers of laptops and smartphones
As the global race for AI moves forward, a shortage of memory chips has begun to drive up prices of consumer electronics and may lead to product shortages.
'The cult of Elon': SpaceX investors grapple with volatility amid big swings
SpaceX stock has seen big spikes and drop in its opening two weeks as a public company.
Tumbling AI stocks signal another day of turmoil for tech companies
SoftBank Group plunged, leading a broad selloff in Asian technology stocks amid mounting concerns over the rising cost of artificial intelligence infrastructure.
SK Hynix prepares U.S. listing at $166 per share — here's why HSBC says it could be worth 20% more
HSBC analysts see the South Korean chipmaker's foray into U.S. markets as the catalyst to narrow the valuation gap with rival Micron Technology.
On Semiconductor strikes $7 billion deal for Synaptics in physical AI push
On Semiconductor said the deal bumps up its total addressable market by $30 billion to $243 billion by 2030.
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