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Google’s new Pixel 11 puts Gemini at center of AI phone battle with Apple
Google is launching the Pixel 11 lineup weeks before Apple rolls out a rebuilt Siri powered by Gemini AI models.
We're encouraged by Wednesday's benign inflation data and strong neocloud earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
AI’s costly build-out complicates the Fed’s inflation fight
Tech leaders say AI will drive down costs. But slow corporate adoption and the data center build-out create inflation pressures that complicate the Fed’s job.
Meta and Nvidia plant 'very firm flag' in open-weight AI race led by Chinese Labs
With China way ahead in the market for open-weight models, Meta and Nvidia are both doing what they can to put the U.S. on the map.
CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening
AI cloud giant CoreWeave jumped in premarket trading after reporting that its second-quarter revenue doubled on surging AI demand from hyperscalers.
Chinese tech giant Tencent sees spending surge, defends potential 'superior' AI returns
Tencent stock was down 26% so far in 2026 as the company faces intense competition in China in AI and investors grow jittery about its rising spending.
Inflation data, CoreWeave's revenue surge, election betting and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
World's largest sovereign wealth fund posts record $184 billion profit as it reveals SpaceX stake for the first time
The fund — currently valued at around $2.34 trillion — is an investor in more than 7,000 companies across 60 countries.
Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Koray Kavukcuoglu is taking charge of Google DeepMind as it tries to keep Gemini competitive with OpenAI and Anthropic.
EVs dominate China’s car market: 5 takeaways from the country's latest auto sales data
The China Passenger Car Association released data Tuesday showing penetration of new energy vehicles rose in July. Tesla's Model Y remained popular.
CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand
CoreWeave's revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
Cramer says ask yourself these 3 questions to figure out what's really happening in the market
CNBC’s Jim Cramer said investors can quickly gauge the market by focusing on three things: bonds, oil and Nvidia.
Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China
Nvidia CEO Jensen Huang is pitching GPUs as long-term collateral to unlock $500 billion in funding. The question is how fast will his chips depreciate?
Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure
Bitcoin miner Riot Platform has struck a $9 billion, 20-year compute deal with Anthropic
Manus to return as independent company after China forced Meta to unwind $2 billion deal
Last December, Meta said it planned to acquire Manus for $2 billion, its latest effort to shore up its AI strategy.
Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now?
The first three-plus years of the AI build-out have been funded by record amounts of equity and debt issued by leading tech companies. Nvidia has a new idea.
Nvidia's 'investible asset,' U.S. oil reserve shrinks, Trump's vaccine order and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Nvidia unveils first open-source AI model since CEO Jensen Huang entered the chat
Nemotron 3.5 Lightning is free for companies to download, use and modify without getting permission or paying Nvidia.
OpenAI wraps $7 billion share sale ahead of potential IPO
OpenAI's tender offer has been in the works since the company closed its record-breaking $122 billion funding round in March.
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