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Meta's new AI model shows early promise, but investors want to see Zuckerberg's strategy
Meta introduced its new AI model at the beginning of the second quarter, so Mark Zuckerberg's commentary about the future will be key during earnings.
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
Wall Street is optimistic about big tech companies and their data center construction plans, despite a memory shortage and the Iran war.
Musk and Altman go to trial, GM earnings, Spotify's fitness push and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Amazon’s bet on satellites is expensive and faces fierce competition. It also just might work
Leo has the potential to "be a huge business out of nowhere," Jim Cramer said.
Nvidia stock closes at record, pushing market cap past $5 trillion
Nvidia's stock closed at its first record since October, as a rally in Intel pushed chipmakers higher.
Cramer says look to these 4 stocks to go with your high-flying tech names
CNBC's Jim Cramer urged investors to look beyond the market's high-flying names and focus on already beaten-down sectors.
Meta is tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training initiative
As part of an AI initiative that tracks employee keystrokes and mouse clicks, Meta is monitoring use of popular sites like Google, LinkedIn and Wikipedia.
Tim Cook turned Apple into a $4 trillion juggernaut by not trying to be Steve Jobs
Tim Cook's 15-year tenure at the helm of Apple was highly profitable for Wall Street, as the company's market cap swelled from $350 billion to $4 trillion.
Google will let users connect their photos to the Gemini chatbot and Nano Banana
Linking Gemini directly to a user's photo library represents a bigger step in the AI chatbot link to private information.
Sam Altman's house hit with Molotov cocktail, OpenAI San Francisco headquarters threatened
Police arrested a suspect at OpenAI's headquarters for allegedly threatening arson after an attack on CEO Sam Altman's home.
Is it time to buy tech, again? A flurry of good news from Broadcom may hold the answer
That's the question investors have been asking since the relief rally on the final trading day of March.
Polymarket removes wagers on U.S. service member rescue mission in Iran
Rep. Seth Moulton, D-Mass., called the market "DISGUSTING" and said bettors were wagering on whether American troops would be saved.
Epstein victims sue Google, Trump administration for disclosing personal information
A lawsuit filed in Northern California alleges that Google's AI features generated contact information for Epstein victims.
Meta boosts investment in West Texas AI data center by over sixfold to $10 billion
Meta is increasing investment at a data center in El Paso, Texas, to $10 billion from $1.5 billion, as the company ramps up spending on AI infrastructure.
OpenAI revamps shopping experience in ChatGPT after struggling with Instant Checkout offering
OpenAI said the new experience will make it easier for users to find and compare products.
Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
Jensen Huang is building a new moat with open-source AI — not out of generosity, but necessity, our tech columnist writes.
Microsoft says Anthropic’s products remain available to customers after Pentagon blacklist
Microsoft is the first major company to say it will keep using Anthropic models in its products.
Anthropic CEO says 'no choice' but to challenge Trump admin's supply chain risk designation in court
Anthropic said even with the designation, the government can't forbid it from working with companies in other capacities.
Broadcom's custom AI chip business stays hot and gives the bulls a much-needed win
Shares of Broadcom rose about 5% in extended trading after its earnings report underscored the strength of its custom chip business.
Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year
Broadcom reported that AI revenue more than doubled in the latest quarter and is projecting continued growth as demand soars.
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