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Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers
As generative AI models get more sophisticated, companies need more memory and faster memory, Micron CEO Sanjay Mehrotra said in January.
Bain Capital taps buyer interest for Bridge Data Centres, offering up to 70% stake, sources say
Bain's potential sale of its stake in Bridge Data Centres comes amid a dealmaking frenzy in the sector, buoyed by surging demand for AI compute capacity.
Fed Day, Macy's earnings, Micron's memory boost and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Tencent's 2025 revenue beats estimates as Chinese tech giant ramps up AI investment
The tech giant said its core business provided it with the resources to fund increasing investments in AI.
Meta's Manus launches desktop app to bring its AI agent onto personal devices amid OpenClaw craze
Manus has announced the launch of a new desktop application to bring its AI agent directly onto personal devices.
Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing'
Nvidia is gearing up to sell its H200 processors to customers in China after a lengthy delay due to restrictions from both the U.S. and Chinese government.
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT'
Nvidia CEO Jensen Huang pointed to a fast-rising project called OpenClaw as a major step forward in how people interact with AI.
Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
Tesla is expanding ties with LG Energy Solution to include a $4.3 billion deal for U.S.-produced cells for energy storage systems from Michigan.
Elon Musk and SEC in talks to settle lawsuit over Twitter deal
The SEC accused Elon Musk of failing to promptly disclose that he amassed an active stake in Twitter in 2022.
OpenAI preps for IPO by end of year, tells employees ChatGPT must be 'productivity tool'
OpenAI has hired the former DocuSign CFO Cynthia Gaylor to run investor relations as the company gears up for a potential IPO.
Orlando Bravo says some software names hit by AI deserve a valuation cut
The Thoma Bravo co-founder said that some of the software stocks getting hit by the AI wave deserve a lower valuation.
Microsoft shakes up Copilot AI leadership team, freeing up Suleyman to build new models
Microsoft is doubling down on its superintelligence group to build models, while consolidating engineering efforts for its Copilot assistants.
Gecko Robotics brings its AI to U.S. Navy ship repair in latest next-gen defense tech deal
CEO Jake Loosararian said Gecko is supporting the Navy's push to have 80% fleet readiness by 2027.
Tim Cook squashes retirement rumors, says he 'can't imagine life without Apple'
Apple CEO Tim Cook's 'Good Morning America' comments follow a recent executive shake-up and renewed questions about the company's strategy for AI.
Mastercard says it's acquiring stablecoin startup BVNK in $1.8 billion bet on future of payments
Stablecoin startups have been a hot commodity since the reelection of President Donald Trump in late 2024 ushered in a new era of crypto-friendly regulation.
Nvidia's $1T projection, Trump's Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans
Alibaba unveiled a new enterprise artificial intelligence tool on Tuesday amid a series of other developments in the company's AI space.
Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S.
Amazon is speeding up deliveries even further after investing significant money and resources to make same-day shipping the standard.
Oil relief sparks a stock rally, but Cramer says Nvidia’s AI boom is the real story
A decline in oil on Monday triggered stock buying, particularly in AI stocks like Nvidia, which wowed investors at its developers conference.
Nvidia adds Hyundai, BYD and other automakers to self-driving tech business
AVs are important to Nvidia as self-driving cars remain one of the primary areas where the company can show growth outside of artificial intelligence.
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