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Alibaba reveals new AI chip designed for 'agents'
While much of the attention has focused on GPUs, an area Nvidia dominates, CPUs are seen as key for AI inferencing and agents.
Trump's market-moving post, the new DHS chief, Gap's AI push and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Amazon faces further AWS disruption in the Middle East from Iran conflict
AWS is facing more service disruptions in Bahrain as a result of the ongoing conflict in the Middle East, marking the second such disruptions this month.
British fintech Revolut reports record annual profit as it gears up for U.S. push
The startup, which hit a $75 billion valuation in 2025, is one of Europe's most valuable private tech companies.
Iran Supreme Leader Mojtaba Khamenei gets another blue check on X, despite sanctions policy
Iran's new Supreme Leader, Mojtaba Khamenei, appears to have subscribed to a new X Premium English-language account.
OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO
In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.
OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO
In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.
Microsoft stock may be in a slump. But here’s why it is wrong to give up now
Things keep lining up against Microsoft.
Microsoft stock may be in a slump. But here’s why it is wrong to give up now
Things keep lining up against Microsoft.
Here's how Jim Cramer is playing Monday's stock market rebound
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Synopsys shares rally as activist Elliott builds multibillion-dollar stake in chip design firm
Elliott did not disclose the exact value of its investment, but described Synopsys as "essential to the global chip industry."
U.S.-Iran talks, ICE in airports, gemstone investing and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Sen. Warren questions DOD about Anthropic blacklist that 'appears to be retaliation'
Warren sent letters to Pete Hegseth and Sam Altman, asking for additional details of OpenAI's contract with the defense department and Anthropic's blacklisting.
Why Spotify AI more than music will be the secret to keeping subscribers
A recent Spotify-ChatGPT deal is one more sign of how AI may be the best defense for a streaming music service in a me-too market for subscribers.
OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO
As OpenAI gears up for a potential IPO, it's outlined a more tempered infrastructure strategy and has moved away from an ambitious agreement with Nvidia.
From satellites to space data centers: Why low earth orbit is attracting billions in investment
Big Tech companies including Nvidia and Elon Musk's SpaceX are making large bets on a new layer of critical infrastructure that's emerging above our heads.
Trump threatens to deploy ICE agents to airports if DHS shutdown doesn't end, while Elon Musk offers to cover TSA agents' pay
President Trump claimed ICE agents handling airport security would arrest immigrants who are in the U.S. illegally.
FedEx has started delivering 'promotion-ready' AI training to over 400,000 workers
Inside a FedEx AI literacy initiative being delivered across half a million employees around the world.
OpenClaw's ChatGPT moment sparks concern that AI models are becoming commodities
At Nvidia's GTC conference this week, CEO Nvidia Jensen Huang dedicated a major part of his keynote to OpenClaw, a technology that didn't exist six months ago.
Elon Musk misled Twitter investors ahead of $44 billion acquisition, jury says
Elon Musk was sued in late 2022 after completing his acquisition of Twitter, which he later renamed X.
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