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Microsoft’s Brad Smith says U.S. tech should ‘worry a little’ about Chinese firms' government subsidies

The Microsoft president said American firms will have to compete with subsidies provided by Beijing to Chinese companies.

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In wartime Ukraine, the government is deploying a super app for the citizenry's future

Digital transformation and reskilling are challenges during the best of times, but Ukraine's wartime achievements are a unique form of success under fire.

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Arm shares edge higher as Nvidia sells entire stake in company

SEC filings showed Nvidia has exited its position in the British chip designer, which it once tried to buy for $40 billion.

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Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks

Palo Alto has bet big on AI in recent months and launched an aggressive acquisition spree that included buying CyberArk for $25 billion.

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Meta CEO Mark Zuckerberg set to testify in LA social media safety trial

Meta CEO Mark Zuckerberg will take the stand in a closely watched social media and safety trial that could reshape the industry.

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AI-enabled robotics could shift global manufacturing power, CEO of Alphabet company says

When low labor costs aren’t the primary driver of manufacturing advantage, the world might experience a dramatic economic shift – and AI could be the key.

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Amazon's losing streak, Berkshire's new position, the 'boomcession' and more in Morning Squawk

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

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‘A matter of national survival’: European governments on how they're accelerating digital sovereignty as geopolitical tensions ramp up

The region's reliance on U.S. systems has come under scrutiny as its relationship with the Donald Trump administration has become strained.

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More than 50% of enterprise software could switch to AI, Mistral CEO says

Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

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We cut our Palo Alto price target, but view the post-earnings drop as an opportunity

With noise around guidance, investors are better served focusing on the qualitative commentary regarding the impact of AI on business.

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Tesla adding Grok AI chatbot to its cars in the UK, Europe amid regulatory probes

The embattled xAI Grok chatbot is coming to Tesla EVs in the U.K. and Europe.

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Palo Alto Networks slumps 6% as third quarter profit guidance falls short

The cybersecurity company also said on Tuesday that it's buying Israeli startup Koi

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Google's I/O developer conference to be held May 19 and 20, says Alphabet

Google announced Tuesday that its annual developer conference will be held on May 19 and 20 at its headquarters in Mountain View, California.

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Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs

Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers

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Palantir moving its headquarters from Denver to Miami

The software analytics firm is the latest big business to migrate to South Florida as executives seek to transform the region into a hub for innovation.

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Anthropic releases Claude Sonnet 4.6, continuing breakneck pace of AI model releases

Claude Sonnet 4.6 is more consistent with coding and is better at following coding instructions, Anthropic said.

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We may buy more of a stock that has been pulled into the software sell-off

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

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Cloud startup Render raises funding at $1.5 billion valuation as AI-built apps boom

Render is one of the beneficiaries of growing competition in the cloud computing world spurred by the booming demand for artificial intelligence.

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Figma partners with Anthropic to turn AI-generated code into editable designs

Figma has been caught in the software stock selloff that has sent names like Salesforce, ServiceNow, and Intuit plummeting.

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Jesse Jackson dies, Hyatt's Epstein fallout, Apple's podcast push and more in Morning Squawk

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

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