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OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over
The AI startup is now in discussions with Microsoft about renting compute capacity
Bank of America earnings, Kalshi's DC charm offensive, a United-American merger and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Why are workers so worried about AI? Listen to how business leaders talk about it
Concerns about AI pushing humans out of jobs may be a bit overstated, but the anxiety being felt by workers related to technology is real and nuanced.
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
ASML beat first-quarter revenue and profit expectations and raised its sales guidance for 2026.
Samsung SDS shares jump 20% on KKR partnership and $820 million bond purchase
KKR & Co has agreed to acquire $820 million of newly issued convertible bonds from Samsung SDS, in a deal that creates a new strategic partnership.
Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board
Meta commits to deploying 1 GW of custom in-house MTIA chips codesigned with Broadcom in sweeping new multiyear deal announced Tuesday
NAACP sues Elon Musk's xAI over Memphis data center air pollution
Elon Musk, who is the world's richest person, has been counting on the greater Memphis area to serve as the backbone for xAI's buildout.
Crypto exchange Kraken confirms it has confidentially filed for an IPO
Kraken co-CEO Arjun Sethi said the crypto exchange has confidentially filed for a U.S. initial public offering, confirming CNBC's previous reporting.
Cramer: The market's biggest fears 'just didn't happen' – and that's why you can't leave the game
CNBC's Jim Cramer explained why bailing on stocks when things look bleak ends up hurting you in the long run.
Nvidia stock is on a 10-day winning streak and up 18% over that stretch
Nvidia denied rumors that it's in talks to buy a large PC company, telling CNBC in a statement that it's "not engaged in discussions."
DA wants Sam Altman arson suspect Daniel Moreno-Gama held without bail
Daniel Moreno-Gama allegedly threw a lit Molotov cocktail at OpenAI CEO Sam Altman's home and threatened to burn down OpenAI's headquarters.
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.
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