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Amazon has lost $450 billion in value during this historic losing streak. Here's what's dragging it down
When it reported earnings, Amazon said it expects to spend $200 billion this year on AI initiatives.
Much ado about nothing? TikTok's U.S. usership steadies after turbulent start
TikTok's U.S. joint venture seems to have survived a turbulent rollout relatively unscathed, as concerns of a mass user exodus now appear overstated.
It's been a big — but rocky — week for AI models from China. Here's what's happened
New AI models launched by China's biggest players underscore how the country's companies are keeping up with the U.S.
Under the hood of the AI economy with Databricks CEO Ali Ghodsi
Of the databases on Databricks' platform, 80% are now being built by AI agents, not people. And these aren't all tech companies.
CNBC Daily Open: Takaichi's victory sends Japan's Nikkei 225 to new highs
Japan's Sanae Takaichi and her ruling Liberal Democratic Party overwhelmingly found the support of voters in a Sunday election, sweeping a supermajority.
Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the past two weeks.
We're upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
OpenAI models could help power Alexa as part of Amazon investment deal
The collaboration is being discussed as part of Amazon's ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.
Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says
Nvidia and AMD are leaders in the GPUs, which power large language models and have skyrocketed in demand with the data center buildout.
Jim Cramer: Waymo's soaring valuation adds a new layer to the Alphabet buy story
Waymo's growth is reinforcing Alphabet's tech dominance and strengthens the bull case for the stock.
Sandisk stock soars 14% after blowout earnings report shows overwhelming AI demand
The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips.
Cramer reveals plan for Starbucks stock if it dives after reporting earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Why it's the perfect time to start a position in this industrial stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Binance says 'wait and see' on re-entering the U.S. Ripple's CEO thinks it's happening
Richard Teng, co-CEO of Binance called the U.S. "a very important marketplace," but added it was taking a "wait and see" approach.
ServiceNow inks deal with OpenAI to boost its AI software stack
ServiceNow has been on an acquisition frenzy as it looks to position itself as a key AI software player.
Salesforce's Benioff calls for AI regulation, says models have become 'suicide coaches'
Salesforce CEO Marc Benioff described AI models as "suicide coaches" at the World Economic Forum's flagship conference on Tuesday.
Anthropic appoints Mariano-Florentino Cuéllar to its independent trust, two members conclude terms
Anthropic's Long-Term Benefit Trust is the company's independent governance structure
Jim Cramer is bullish on these 2 stocks as the market moves sharply lower
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
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