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In this section of our news section we provide you with editorial content from leading publishers.

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Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27

At Nvidia's annual developer conference, CEO Jensen Huang said the company is seeing booming demand for its latest technology.

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Nvidia announces Vera Rubin Space-1 chip system for orbital AI data centers

Nvidia CEO Jensen Huang said space computing "has arrived" at the GTC 2026 conference.

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Watch live: Nvidia CEO Jensen Huang gives GTC 2026 keynote

Nvidia CEO Jensen Huang is set to give the keynote at GTC 2026, the company's artificial intelligence conference.

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Apple acquires video editing company MotionVFX to boost subscribers

Apple is buying MotionVFX in part to help the iPhone maker attract more subscribers to its creator tools.

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Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming

Gurley's VC firm Benchmark was an early Uber investor, and he helped oust then-CEO Travis Kalanick in 2017.

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Nebius jumps 14% after company inks $27 billion infrastructure deal with Meta

Meta is planning capital expenditure of up to $135 billion related to AI this year.

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Oil continues to rise, the Federal Reserve, Nvidia's big week and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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Meta stock climbs nearly 3% on report of planned layoffs to offset AI spending

Meta is planning capital expenditure of up to $135 billion in AI-related costs in 2026, which raised investors' fears around unsustainable spending.

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Big Tech purchases of carbon credits explode amid AI race, with Microsoft leading the way

Carbon credit purchases by Amazon, Google, Meta and Microsoft skyrocketed in 2023, based on tracked purchases.

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JD.com takes on Amazon in Europe as China's e-commerce titans expand globally

JD.com is pushing same-day delivery and international brands as a way to help it compete with Amazon.

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Uber ex-CEO Kalanick rebrands latest venture Atoms, expands into mining and transport

Travis Kalanick is renaming City Storage Systems to Atoms, while focusing on robotics for mining and transportation.

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Elon Musk says xAI must be 'rebuilt' as co-founder exodus continues, SpaceX IPO awaits

With xAI now in the hands of SpaceX, Elon Musk says he's rebuilding the artificial intelligence company following high-level departures.

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Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage

Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.

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Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen

At its GTC conference, Nvidia is expected to share some of its vision for incorporating technology from AI chip startup Groq.

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Amazon to hike price of ad-free Prime Video tier by $2 a month

Amazon is boosting the price of Prime Video to $4.99 a month in the U.S., from $2.99 per month for users who want to avoid ads.

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AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says

Technology companies, including Block and Atlassian, have already cut jobs this year due to AI adoption.

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Inside JPMorgan Chase's push to become the startup world’s new Silicon Valley Bank

For JPMorgan Chase, winning the niche of startup banking from rivals is about more than just gaining deposits: It's a bet to future-proof the largest U.S. bank.

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Tesla's China sales climb in the first two months of 2026 while BYD numbers drop

Sales of Tesla's China-made electric vehicles rose in the first two months of 2026, from the year before, regaining lost ground to China's BYD.

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Who is really footing the AI energy bill? Inside the debate about data center electricity costs

The hyperscalers racing to build the data centers needed for the AI boom have a PR crisis on their hands, but the industry is not taking the problem lying down.

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We're buying more of this leading AI stock on this year's undeserved pullback

The tech giant was on the shopping list we shared on Thursday. 

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