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OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon
While OpenAI and Microsoft remain partners, the AI company has been rapidly pushing into Amazon's world.
PayPal's new CEO makes Venmo a standalone business unit as potential buyers circle
PayPal is betting that a new corporate structure can reignite growth at a company that has lost ground to Apple, Google and Stripe in the e-commerce battle.
We toured an AI data center to see how our stock names make these facilities work
CoreSite CEO Juan Font thinks of his company's facilities like shopping malls.
Robinhood's revenue slump exposes crypto's core weakness
Crypto still struggles to generate stable, nonspeculative revenue despite years of growth, innovation and institutional acceptance.
Uber makes big bets on travel, hotels and AI voice bookings at annual product showcase
Uber is launching new segments as it attempts to position itself as an all-in-one consumer platform.
Fed day, Starbucks earnings, UAE leaves OPEC and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
OpenAI looms over earnings from tech hyperscalers
Amazon, Alphabet, Meta and Microsoft report quarterly results after the bell, and OpenAI is likely to be a big topic across the board.
Is Meta's AI spending blitz working? The stock's next move depends on the answer
The market lately hasn't known quite how to digest Meta's ambitious plans.
Meta told it's violating EU law by not doing enough to keep children off Facebook and Instagram
Children can create Instagram and Facebook accounts simply by inputting a false birth date, a preliminary EU investigation found.
Major data center company pauses investment decisions in Middle East amid Iran war, CEO tells CNBC
Regional uncertainty hangs over the previously booming AI infrastructure and data center sector in the region.
Jim Cramer is unfazed by Tuesday's sell-off: 'You should expect them, even hope for them'
CNBC's Jim Cramer said he's unfazed by Tuesday's sell-off because that's exactly what the market needs when stocks rise too fast.
Pentagon AI chief confirms DOD's expanded use of Google, says reliance on one model 'never a good thing'
The Pentagon's AI chief discussed the DOD's expanded use of Google Gemini after the blacklisting of Anthropic.
OpenAI brings its models to Amazon's cloud after ending exclusivity with Microsoft
OpenAI's generative AI models are becoming available on Amazon's cloud a day after the AI company revamped its relationship with longtime partner Microsoft.
Cramer says the OpenAI-driven pullback proves recent rally was overheated
Jim Cramer said Tuesday's market reaction to The Wall Street Journal's OpenAI report shows that some AI stocks got overheated.
OpenAI's revenue, growth estimates fall short as company races toward IPO: Report
Hundreds of billions in datacenter computing deals are closely tied to OpenAI
True Anomaly raises $650 million to support space interceptors for Trump's Golden Dome
True Anomaly, a four-year-old startup, plans to use the funding to scale manufacturing and double its workforce by the end of the year.
'Draconian development' in Meta-Manus deal draws the line in China's AI race with the U.S.
Beijing's decision to block Meta's acquisition of Manus is a warning to other startups thinking of relocating data, talent and intellectual property abroad.
Meta, Google, OpenAI among Big Tech firms seeing top staff leaving to launch AI startups
Former employees at AI giants are raising hundreds of millions of dollars from investors months on from launching.
Judge in Musk v. Altman seats nine-person jury. Opening arguments start Tuesday
The Musk v. Altman trial kicked off at a federal courthouse in Oakland, California, with jury selection followed by opening arguments.
Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio
CNBC's Jim Cramer explained that the recent run-up in AI related stocks may be a warning sign about the broader market.
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