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Jim Cramer says buy the Meta plunge — but timing is key
The Club decided to upgrade Meta Platforms — choosing to view Thursday's stock plunge as a buying opportunity.
AI and energy-focused SPAC raises $175 million and taps Nvidia, Prologis execs as advisors for deal hunt
Nasdaq-listed Dynamix Corporation III has engaged advisors from Nvidia and Prologis to aid in the hunt for suitable acquisition targets.
AI companies are downplaying amount of energy and capital they need, Joe Lonsdale says
Palantir co-founder and venture capitalist Joe Lonsdale says that execs at AI companies are underselling the resources required to meet their ambitions.
Navan IPO lands rare one-person venture capital firm its biggest win ever, a $1 billion payday
Angel investor Oren Zeev created the blueprint for the solo general partner firm, a new, rare category of venture capital. The Navan IPO is his biggest win yet.
Big Tech earnings, Fed cuts rates, Trump-Xi meeting and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC Daily Open: All about Trump-Xi, Fed cuts and Big Tech earnings
The crux is that spending on artificial intelligence isn't going to slow down, at least for the next year, thanks to increasing demand for AI services.
Wall Street hates Meta's AI spending guidance raise. We don't
The pressure on Meta stock was almost certainly due to management's expense guidance raise.
Samsung’s third-quarter profit more than doubles, beating estimates as chip recovery gathers pace
Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter.
Azure outage: Microsoft still working on fix, says recovery expected in several hours
Microsoft users reported outages for Azure and 365 services a week after many customers of Amazon Web Services suffered hours of downtime.
Fund managers reveal their bubble recipes and what to watch for as AI stocks soar
"Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.
Meta CEO Mark Zuckerberg defends AI spending: 'We're seeing the returns'
Mark Zuckerberg is reminding investors that Meta needs to keep spending on artificial intelligence because of the risk of not investing enough.
Google expects 'significant increase' in capital expenditure in 2026, execs say
Alphabet is planning a "significant increase" in spend next year as it continues to invest in AI infrastructure to meet the demand of its customer backlog.
Microsoft stock drops on forecast for increased spending growth this year
Microsoft's cloud business has been growing faster than rival Amazon Web Services, as the company ramps up artificial intelligence investments.
ServiceNow CEO denies AI companies are threatening enterprise software: 'They don't do what we do'
ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant.
YouTube offers voluntary buyouts as company reorganizes around AI
In an internal memo to staff, YouTube CEO Neal Mohan said the platform is reorganizing its product teams for the first time in a decade.
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
Alphabet reported third-quarter earnings after the bell Wednesday.
Meta shares drop 9% despite earnings beat as company takes one-time tax charge
Meta reported third-quarter earnings on Wednesday and saw shares drop 9% after it said it would take a one-time tax charge.
Microsoft takes $3.1 billion hit from OpenAI investment
Microsoft and OpenAI are key partners in cloud and artificial intelligence, but they're increasingly becoming competitors as well.
Meta’s Reality Labs posts $4.4 billion loss in third quarter
The Reality Labs business, focused on virtual and augmented reality, lost $4.4 billion loss in third quarter while recording $470 million in sales.
ServiceNow tops estimates, approves 5-for-1 stock split
ServiceNow reported third-quarter results on Wednesday that blew past Wall Street's expectations and its board approved a five-for-one stock split.
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