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Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape

Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.

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Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Shares of Alphabet rallied in 2025 as the company responded to skepticism of its position in artificial intelligence with new products that excited investors.

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'Big Short' investor Michael Burry says he's not shorting Tesla

In a social media post on X, the Scion Asset Management founder responded to a user asking if he would bet against Tesla by saying: "I am not short."

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How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China

The scheme involved falsifying shipping documents to misclassify the GPUs and hide their true destinations, including China and other prohibited locations.

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5 themes that defined business and markets in 2025: Morning Squawk

From tariffs to AI to inflation, these were the trends that shaped Wall Street, Main Street and Silicon Valley in 2025.

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Space and defense boom lifted these satellite stocks by more than 200% in 2025

Satellite stocks have benefitted this year from renewed interest in space exploration and military reindustrialization efforts.

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China accuses Netherlands of making 'mistakes' over chipmaker Nexperia

Beijing and Amsterdam are locked in a war of words over technology transfer.

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Khanna calls for nationwide fraud investigation after wealth tax proposal caused firestorm

California Rep. Ro Khanna is navigating a difficult environment as one-time supporters turn on him due to his support of a wealth tax.

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We asked a humanoid robot if there is an AI bubble. Here's what it said

Unitree G1 humanoid KOID said "only time will tell" if the AI boom is actually a bubble.

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Apple needs to deliver an AI-charged Siri so good it gets older iPhone users to upgrade

Apple has one more chance to get AI right after its failure in 2025.

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SoftBank has fully funded $40 billion investment in OpenAI, sources tell CNBC

Companies have been spending big on AI infrastructure to support growing compute and connectivity needs.

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Silver's big swing, another AI acquisition for Meta, GM's banner year and more in Morning Squawk

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

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UK's Octopus Energy to spinoff AI unit Kraken at $8.65 billion valuation

British renewable energy startup Octopus Energy is set to spin out its AI tech unit Kraken Technologies, as an independent company valued at $8.65 billion.

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Elon Musk envisions humanoid robots everywhere. China may be the first to make it a reality

China has made the development of humanoid robots a strategic priority in its tech battle with the U.S.

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Meta acquires intelligent agent firm Manus, capping year of aggressive AI moves

Meta Platforms has acquired Manus, a Singapore-based developer of general-purpose AI agents, capping a year of massive spending on artificial intelligence.

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California's Ro Khanna faces Silicon Valley backlash after embracing wealth tax

A proposal to tax California billionaires at 5% of their wealth could land on the California ballot in November.

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Softbank to buy data center firm DigitalBridge for $4 billion in AI push

Japan's SoftBank on Monday said it has agreed to buy data center investment firm DigitalBridge for $4 billion.

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S&P 500 hits new highs, flight cancellations, the restaurant industry's value push and more in Morning Squawk

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

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China to crack down on AI chatbots around suicide, gambling

The proposed rules come as Chinese artificial intelligence chatbot startups Minimax and Z.ai have this month filed for Hong Kong IPOs.

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Payment giants are preparing for a world where AI agents book flights and shop for you

Major payment and tech companies are racing to build the infrastructure to enable agentic commerce, a trend they expect will transform global shopping.

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