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Oracle jumps for a second day, Bloom Energy soars 23% on AI data center power deal
Oracle stocks bounced as software shares continued to recover and the company expanded a capacity deal with Bloom Energy.
Amazon to buy Globalstar to bolster Leo satellite business in deal worth about $11.6 billion
Amazon said it would acquire Globalstar, giving its nascent satellite internet business a boost as it vies to compete with Elon Musk's SpaceX.
Evercore ISI pounds table on Sandisk. Bull case sees rally to $2,600
Shares of Sandisk have already rallied nearly 300% this year. Evercore's bull case sees another 173% jump.
JPMorgan earnings, Oracle's $300 million windfall, new Delta suites and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Suspect in attack at Sam Altman's house aimed to kill OpenAI CEO, warned of humanity's extinction from AI
San Francisco Police Department officers recovered a document from the suspect that detailed his intentions, according to a filing.
Jim Cramer says this is the real reason why stocks are shrugging off Iran war fears
"If interest rates were spiking, this market would be very different," CNBC's Jim Cramer said Monday.
Oracle expands Bloom Energy deal days after receiving $400 million stock warrant
Last week Oracle received a warrant to buy nearly $400 million in Bloom Energy's stock, which jumped on Monday after the companies announced an expanded deal.
Oracle pops 11%, leading bounce back rally in software stocks
Oracle has lost more than a fifth of its value this year on AI disruption concerns.
Intel's stock is on track for a historic 9-day winning streak, up 56% over that run
The U.S. chipmaker has announced recent deals with Google and Elon Musk as it continues to gain investments.
OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients
In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its reliance on Microsoft.
Strait of Hormuz blockade, Goldman Sachs earnings, AI cybersecurity and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
OpenAI announces first permanent London office after halting UK Stargate project
In February, the company said it would make London its largest research hub outside of the U.S.
Vibe check from inside one of AI industry's main events: 'Claude mania'
At the HumanX conference in San Francisco this week, Anthropic's momentum was on everyone's lips.
Elon Musk’s xAI faces fresh opposition after landing permit for Mississippi power plant
Musk's xAI, now owned by SpaceX, faces a legal challenge from environmental groups opposed to a massive power plant in Mississippi.
Vance, Bessent questioned tech giants on AI security before Anthropic's Mythos release
Bessent and Fed Chair Jerome Powell separately met with the heads of the biggest U.S. banks to address the potential cyber threat of Anthropic's Mythos.
Trump praises Palantir with stock down 15% this week as Iran conflict drags on
Palantir's Maven platform have reportedly been used in the U.S. military campaign in Iran.
Powell, Bessent discussed Anthropic's Mythos AI cyber threat with major U.S. banks
Anthropic rolled out the new Mythos AI model to a select group of companies over concerns that hackers could exploit its capabilities.
Apple unveils its most affordable laptop ever. What the MacBook Neo means for investors
The company is casting a new line to reel users into its ecosystem, with fresh hardware as the lure and services as the hook.
CoreWeave stock pops 11% on deal to power Anthropic's Claude
The deal comes one day after Meta committed an additional $21 billion in spending to the cloud provider as AI demand continues to soar.
How scared of AI should we be? A new documentary film from an Oscar winner seeks answer
Producers of AI documentary share behind-the-scenes moments from film that includes Sam Altman, Anthropic's Dario Amodei and Google DeepMind's Demis Hassabis.
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