Keyword "Microsoft Corp" - List of latest news (2 489 results)

18:46 JPMorgan cautions most investors won't have the stomach to handle CoreWeave's volatility

The high degree of unpredictability for artificial intelligence cloud company CoreWeave won't be tolerated by many on Wall Street, according to JPMorgan.

22/04 ChatGPT adds Washington Post content to growing list of OpenAI media deals

The Washington Post on Tuesday inked a deal with OpenAI, allowing the startup's viral chatbot, ChatGPT, to display, summarize and quote the newspaper's content.

22/04 Why Big Tech earnings could be in trouble this season

Megacap names have driven S&P 500 earnings growth in recent years, but this time around results may be more lackluster.

21/04 Salesforce shares take another painful hit. Why we're not backing away from the stock

Analysts at D.A. Davidson downgraded the enterprise software stock to a sell rating.

21/04 Amazon becomes the latest big tech company to cut back on AI spending — or not

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

21/04 Amazon has paused some data center lease commitments, Wells Fargo says

Amazon and Microsoft both appear to be slowing down or holding off on early data center projects.

21/04 The biggest questions facing Big Tech ahead of earnings

All of the megacap companies have significant exposure to President Donald Trump's sweeping tariffs, which will be a major topic on earnings calls.

21/04 Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Roblox, Disney, Amazon, Microsoft and more

Here are the biggest calls on Wall Street on Monday.

19/04 It’s not just about tariffs. A look under the surface shows U.S. stocks have been pressured for months

U.S. stocks were primed for a big downturn long before tariffs emerged as the primary threat on Wall Street.

18/04 How quantum could supercharge Google’s AI ambitions

Inside a secretive set of buildings in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet.

17/04 How do you solve a problem like Microsoft? We need answers on 2 big questions

The Microsoft negativity on Wall Street continues to pile up ahead of earnings at the end of the month.

17/04 Brain implant cleared by FDA for Precision Neuroscience, a Musk Neuralink rival

Precision Neuroscience announced that a core component of its brain implant system has been approved by the FDA.

17/04 Jim Cramer's top 10 things to watch in the stock market Thursday

Wall Street was heading for a mixed open after yesterday's terrible session.

17/04 OpenAI looked at buying Cursor creator before turning to AI coding rival Windsurf

Cursor gained popularity last year after embedding Anthropic's Claude Sonnet artificial intelligence model in its tool to automate programming.

17/04 Here are Thursday's biggest analyst calls: Nvidia, Netflix, Apple, Microsoft, Qualcomm, Meta, Warby Parker and more

Here are Thursday's biggest calls on Wall Street.

17/04 Microsoft gets a downgrade from KeyBanc on worries over lower cloud demand, AI revolution slowdown

Analyst Jackson Ader downgraded the "Magnificent Seven" titan to sector weight from overweight.

16/04 Here's a rapid-fire update on all 29 portfolio stocks, including potential buys on weakness

During April's Monthly Meeting, Jim Cramer discusses how investors should navigate this difficult market.

16/04 Buy these stocks that are likely to beat earnings estimates, per Piper Sandler

Medtronic and Ross Stores are among the companies that are likely to beat estimates, according to the firm.

16/04 Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls

The chipmaking sector offered up fresh signs that President Donald Trump's sweeping tariff plans could hamper demand.

16/04 Jim Cramer's top 10 things to watch in the stock market Wednesday

The Nasdaq was headed for a sharply lower open today due to the big drop in Nvidia shares.

16/04 Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Microsoft, Reddit, Lyft, Target, Amazon, Lockheed Martin & more

Here are the biggest calls on Wall Street on Wednesday.

16/04 Google faces £5 billion lawsuit in the UK for abusing 'near-total dominance' in search

A class action lawsuit filed Tuesday in the U.K. Competition Appeal Tribunal claims Google abused its position to restrict competing search engines.

14/04 We're lowering our price target on a financial stock, but a valuation premium is still warranted

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

14/04 Here are Monday's biggest analyst calls: Nvidia, Tesla, Apple, Microsoft, Peloton, Broadcom, Netflix, DoorDash & more

Here are the biggest calls on Wall Street on Monday.

13/04 Sports teams adopt tactile tech for blind and low-vision fans

Professional sports teams are partnering with startups to introduce technology for blind and visually impaired fans to better experience live games.

11/04 Tech stocks head for winning week with Nvidia tracking for 15% bounceback

Technology stocks were on pace for a winning week Friday on the heels of a volatile stretch spurred by ongoing tariff uncertainty.

11/04 Meta vs. the FTC: The blockbuster antitrust trial kicks off

Meta will face off against the U.S. Federal Trade Commission Monday in an antitrust trial that could result in the company divesting Instagram and WhatsApp.

10/04 Apple drops 5% after notching best day since 1998

Technology stocks declined Thursday, giving back some gains after the Nasdaq recorded its second-best day ever.

10/04 Here are Thursday's biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Roblox, Disney, Amazon, Deckers & more

Here are the biggest calls on Wall Street on Thursday.

10/04 5 things to know before the stock market opens Thursday

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

10/04 Bitcoin to hit $250,000 this year and Magnificent 7 to adopt stablecoins, Cardano founder predicts

Bitcoin could hit $250,000 as early as this year, Cardano blockchain founder Charles Hoskinson told CNBC's "Beyond The Valley" podcast.

10/04 OpenAI says Musk has run 'unlawful campaign of harassment' against company in lawsuit

OpenAI said in a lawsuit that Elon Musk made a "sham" attempt to buy the company, and asked a federal district court to stop him from further attacks.

10/04 Thursday’s big stock stories: What’s likely to move the market in the next trading session

President Trump announced a reprieve on some 'reciprocal' tariffs, lifting the S&P 500 to its biggest gain since 2008. What CNBC is watching Thursday.

09/04 Apple bounces 3% after worst losing streak since 2000

Apple shares rallied more than 3% Tuesday after the iPhone maker posted its worst four-day stretch in more than two decades.

09/04 Here are Wednesday's biggest analyst calls: Nvidia, Tesla, Amazon, Apple, Costco, Microsoft, Meta, Starbucks & more

Here are the biggest calls on Wall Street on Wednesday.

09/04 Google will let companies run its Gemini AI models in their own data centers

While developers of AI models have generally refrained from opening up access beyond their data centers, Google's announcement suggests that may be changing.

09/04 5 things to know before the stock market opens Wednesday

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

09/04 CNBC Daily Open: The humongous 104% tariff on China is live — even Musk seems perturbed

Despite growing consternation and concern expressed by economists and CEOs, Trump administration officials have been stubborn in defending its trade policies.

09/04 CNBC Daily Open: Musk slams Navarro as Trump's 104% tariffs on China are set to take effect

Despite growing consternation and concern expressed by economists and CEOs, Trump administration officials have been stubborn in defending its trade policies.

09/04 Wednesday’s big stock stories: What’s likely to move the market in the next trading session

Stocks' tariff-fueled rout extended for a fourth day, and the S&P 500 closed below 5,000 for the first time since April 2024. What CNBC is watching Wednesday.

09/04 Jim Cramer says the market can't keep up with President Trump

As stocks initially soared before falling on Tuesday, CNBC's Jim Cramer said the market is not equipped to react to President Donald Trump's tariff policies.

08/04 Apple's 4-day slide puts Microsoft back on top as most valuable company

Among the tech megacap companies, Apple has been the hardest hit President Trump's tariffs.

08/04 Tech, semiconductor stocks bounce on tariff optimism, Nvidia jumps 7%

Technology stocks bounced Tuesday after three rocky trading sessions, spurred by hopes that the U.S. may negotiate aggressive tariffs with world leaders.

08/04 Tuesday’s big stock stories: What’s likely to move the market in the next trading session

President Trump's tariffs rattled the market for a third session, with the Dow seeing an intraday swing of 2,595 points. Here's what CNBC is watching Tuesday.

07/04 Microsoft fires engineers who protested during company's 50th anniversary celebration

At the company's official 50th anniversary celebration on Friday, Aboussad interrupted Microsoft AI CEO Mustafa Suleyman's speech.

07/04 Apple's 3-day loss in market cap swells to almost $640 billion

Apple is reeling over concerns that President Trump's tariffs could force the iPhone maker to raise prices or accept lower profits.

07/04 Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Netflix, Bank of America, Meta, Reddit, Microsoft & more

Here are Monday's biggest calls on Wall Street.

07/04 Stocks making the biggest moves premarket: Tesla, Coinbase, Stellantis, Palantir, Caterpillar and more

These are the stocks posting the largest moves in premarket trading.

05/04 Trump's tariffs are a 'stagflationary shock' that could keep hitting the market, says Apollo's Slok

'This tells you what the textbook would predict — that trade war is a stagflationary shock, where GDP will be lower and inflation will be higher,' he said.

05/04 Silicon Valley's early return on Trump investment: Plunging valuations, delayed IPOs

With the Nasdaq closing its worst week since the Covid pandemic and several tech companies delaying IPOs, Silicon Valley's Trump bet is looking shaky.

05/04 Microsoft AI chief Suleyman sees advantage in building models ‘3 or 6 months behind’

Training the top models in the world is very expensive and can duplicate previous work, said Mustafa Suleyman, CEO of artificial intelligence at Microsoft.

04/04 Former Microsoft CEO Steve Ballmer says, as shareholder, tariffs are 'not good'

Despite tariff impact, Microsoft's top shareholder said he's a long-term believer in the company, given its opportunity in compute and intelligence.

04/04 Microsoft birthday celebration interrupted by employees protesting use of AI by Israeli military

Microsoft's 50th birthday celebration was interrupted by multiple protesters on Friday due the use of the company's AI by the Israeli military.

04/04 Technology stocks fall for a second session after Trump tariffs, led by Tesla and Nvidia

Technology stocks fell for a second day Friday as retaliatory tariffs from China fueled fears of a global trade war.

04/04 The EU could hit Wall Street where it hurts with its tariff response — the tech giants

The European Union has stressed that it is considering all options in its countermeasures — but restrictions on Big Tech would hurt its own consumers.

04/04 As Microsoft turns 50, Nadella sees future success built on ability to 'win the new'

Microsoft is in a strong position 50 years into its existence, but regulations and competitive pressures in artificial intelligence challenge future growth.

04/04 AI could affect 40% of jobs and widen inequality between nations, UN warns

Artificial intelligence is projected to reach $4.8 trillion in market value by 2033, but the technology's benefits remain highly concentrated, UNCTAD says.

04/04 Friday’s big stock stories: What’s likely to move the market in the next trading session

The major averages tanked on Thursday, posting their worst session since 2020 after President Trump rolled out a raft of tariffs. What's on CNBC's radar Friday.

03/04 What Trump's trillion-dollar tariff wall around U.S. means for market, far beyond Apple and Nike

President Trump's tariffs will equate to a nearly $1 trillion trade wall around the U.S., with huge impacts on every sector and every state in the U.S. economy.

03/04 Chipmakers get a reprieve from tariffs, but tumbling stocks suggest risks remain

More concerning than potential tariffs on semiconductors is the possiblity demand could collapse.

03/04 Nvidia positioned to weather Trump tariffs, chip demand 'off the charts,' says Altimeter's Gerstner

Altimeter Capital CEO Brad Gerstner told CNBC that he remains bullish on Nvidia despite President Trump's tariffs and their impact on the broader economy.

03/04 Mag 7 relinquishes more than $800 billion as tech drives stock market nosedive

Last year's high-flyers helped lead the broad market lower.

03/04 Stocks making the biggest moves midday: Lululemon, Nike, Tesla, Nvidia and more

These are the stocks posting the largest moves in midday trading.

03/04 Here's how Trump tariffs will impact Nvidia, Apple and the rest of our tech stocks

The details of the long-awaited tariffs are generally being seen as worse than expected.

03/04 Tech stocks sink after Trump tariff rollout — Apple heads for worst drop in 5 years

Technology stocks plummeted Thursday after President Donald Trump's new tariff policies sparked widespread market panic.

03/04 Stocks making the biggest moves premarket: Nike, Apple, Ford, Deckers and more

These are some of the stocks moving the most in premarket trading.

03/04 Thursday’s big stock stories: What’s likely to move the market in the next trading session

Stocks closed higher in Wednesday's session, but a sharp sell-off ensued in extended trading once Trump's tariffs rolled out. What CNBC's watching Thursday.

02/04 Apple leads drop in tech stocks after Trump tariff announcement

Tech stocks fell after hours on Wednesday following President Trump's announcement of reciprocal tariffs.

02/04 Nintendo Switch 2 details: Price, screen size, controllers, microphone chat and games

Nintendo will launch game titles including "Mario Kart World" and "Street Fighter 6" alongside the new hardware.

01/04 What to make of Wall Street's mixed calls on Apple stock

Citigroup said shares are a buy, while UBS reiterated its hold rating.

01/04 CNBC Daily Open: Stocks had worst quarter in years amid Trump tariff chaos

U.S. stocks took a heavy beating in the first quarter of the year. But the second could be much more treacherous.

01/04 CNBC Daily Open: Stocks were trounced in the first quarter amid Trump tariff chaos

U.S. stocks took a heavy beating during the first quarter of the year. But the second could be much more treacherous.

01/04 OpenAI closes $40 billion funding round, largest private tech deal on record

OpenAI on Monday announced the close of its $40 billion financing, the most money raised in a single round by a private tech company.

31/03 AI chipmaker Cerebras announces CFIUS clearance, a key step toward IPO

The government decision helps clear the path for an initial public offering from one of Nvidia's challengers in artificial intelligence chips.

31/03 Wall Street banks got meager payout from CoreWeave IPO

After waiting over three years for a billion-dollar-plus IPO from a U.S. tech company, Wall Street's top banks only got a 2.8% fee.

31/03 OpenAI funding round could be cut by $10 billion if for-profit conversion doesn't occur by year-end

If OpenAI doesn't restructure into an independent for-profit company by Dec. 31, its mega-financing round could be slashed by $10 billion.

31/03 CoreWeave shares slump nearly 10% in second day of trading

CoreWeave rents out access to Nvidia graphics processing units to other large tech and AI companies including Meta, IBM and Cohere.

31/03 AI's vibe-coding era: How the shift to apps changed the race

30/03 Top Wall Street analysts are confident about the prospects for these 3 stocks

Amid the ongoing volatility, TipRanks found three favored stocks, including Microsoft, to keep in mind.

30/03 These are Wall Street analysts' favorite Dow stocks heading into the second quarter

Analysts are most bullish on these Dow names going into the second quarter.

30/03 Nvidia turned CoreWeave into a major player in AI years before helping to save its IPO

CoreWeave has found a big market in selling Nvidia's popular AI processors, but the company has a challenging story to sell to public investors.

29/03 Wall Street can't decide if the extreme pessimism in markets is warranted or an overreaction

For anyone who has been around markets long enough, it's tempting to view the societal foul mood evident in surveys as overdone.

29/03 These nuclear companies are leading the race to build advanced small reactors in the U.S.

Leading players have significant financial backing already lined up, often from technology companies and future customers.

29/03 Five stocks to buy during a pullback — like this megacap tech name — according to Goldman Sachs

Goldman Sachs named five must-own stocks as market fears linger.

28/03 Elon Musk says xAI has acquired X in deal that values social media site at $33 billion

In a social media post on Friday, Elon Musk said his startup xAI has acquired his social media company X.

28/03 Trump was supposed to unlock IPO market, but CoreWeave debut reflects ongoing skepticism

After pricing its IPO below the expected range, CoreWeave's stock didn't do much in its debut on Friday, reflecting concerns about the macro environment.

28/03 These tech stocks have 40% upside as long as there’s no recession, says HSBC

The software sector has become much less cyclical and could be a good hedge against uncertainty, HSBC said.

28/03 CoreWeave set to begin trading

CoreWeave received the most proceeds from a U.S. technology IPO since automation software maker UiPath went public in 2021.

28/03 CoreWeave prices IPO at $40 a share, below expected range

CoreWeave is trying to thaw the tech IPO market with one of the biggest offerings in years, but investors have expressed some skepticism.

27/03 Why market AI worries are overblown — plus, a key approval for a portfolio health stock

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

27/03 Fears of a data center bubble weigh on AI stocks, Nvidia also knocked by China

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

27/03 5 things to know before the stock market opens Thursday

Here are the most important news items that investors need to start their trading day.

27/03 CoreWeave's debut is landmark moment in AI boom and could kick off 'IPO parade'

Just over two years into the generative AI boom, CoreWeave is the first startup in the space to test the IPO market.

27/03 Former Intel CEO Pat Gelsinger jumps to venture capital, joins Playground Global

After retiring as Intel's CEO in December, Pat Gelsinger is becoming a general partner at early-stage venture firm Playground Global.

26/03 OpenAI expects revenue will triple to $12.7 billion this year, source says

OpenAI foresees revenue tripling this year to $12.7 billion, CNBC has confirmed.

26/03 AI stocks slide. Here's what is keeping us from buying the dip right now

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

25/03 Google quantum exec says tech is '5 years out from a real breakout'

Julian Kelly, Google Quantum AI's director of hardware, told CNBC quantum computers may only be about five years from a breakthrough.

25/03 Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Carvana, Walmart, CrowdStrike, Costco, Microsoft & more

Here are Tuesday's biggest calls on Wall Street.

25/03 Morgan Stanley's near-term rally call: CIO Mike Wilson sees beaten-up Mag 7 stocks as winners

Morgan Stanley CIO Mike Wilson contends the recent market weakness "has nothing to do with tariffs."

24/03 Jim Cramer says investors should get away from this idea as stocks rally to start the week

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

24/03 Jefferies says this megacap tech stock is cheap and has more than 40% upside

The investment bank reiterated its buy rating on Windows and Xbox parent Microsoft.

23/03 As investors hunt for reasons to sell stocks, I'm stepping in to buy — here's why

We have all become prisoners of negativity because we don't think anything can go right.

23/03 Investors would have been better off buying Berkshire Hathaway shares than Mag 7 to start 2024

The recent underperformance of the Mag 7 indicates a shift in market leadership as the uncertain macroeconomic environment dents risk appetite.

21/03 Microsoft rallies in last 10 minutes of trading to avoid first eight-week losing streak since 2008

Microsoft faces competition in cloud computing from companies such as Google, which is looking to boost its security business with Wiz.

21/03 Why startups and tech giants are racing to build a practical quantum computer

Amazon, IBM, Google, Intel and Microsoft are all working on quantum technology. Governments around the world have also invested over $55 billion in the tech.

21/03 How to bet on a market snapback with less risk by using options

Jeff Kilburg describes a call spread in the SPDR S&P 500 Trust.

21/03 The Magnificent 7's lousy year, by the numbers

It's been a painful year so far for megacap technology giants and 2025 is only getting started.

21/03 How Microsoft went from generative AI leader to laggard and what to do with the stock

Microsoft stock is trying to avoid its longest weekly losing streak since 2008. It's no wonder the position has been trying our patience.

21/03 Friday’s big stock stories: What’s likely to move the market in the next trading session

Stocks' attempt at extending the post-Fed rally failed on Thursday, with all three major averages notching modest losses. Here's what CNBC is watching Friday.

19/03 3 megacaps unite to tackle AI buildout, while Meta gets a big nod from the Street

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

19/03 Nvidia's Huang says faster chips are the best way to reduce AI costs

"Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.

19/03 Microsoft announces new HR executive, company veteran Amy Coleman

Microsoft's incoming chief people officer, Amy Coleman, led the development of Microsoft's human resources response to Covid and its hybrid work approach.

19/03 Google, Apple hit with EU antitrust actions under cloud of Trump tariff threats

EU regulators are taking steps to rein in Google and Apple on antitrust charges, even as U.S. President Donald Trump threatens to hit the bloc with tariffs.

19/03 Nvidia's new chips and software show how fast the AI king is moving to defend its crown

Nvidia shares fell Tuesday despite a slew of encouraging product updates from CEO Jensen Huang.

19/03 Dell CEO explains why he thinks the PC refresh cycle is starting

Dell Technologies CEO Michael Dell told CNBC's Jim Cramer on Tuesday why he thinks the PC refresh cycle is beginning.

18/03 Google-Wiz deal is 'litmus test' for Trump administration's handling of Big Tech

After Google agreed to buy security software vendor Wiz for $32 billion on Tuesday, the Trump administration will get an early chance to weigh in on Big Tech.

18/03 What Google's big Wiz cloud security deal means for Alphabet and our 2 cyber stocks

Google just announced its largest deal ever, with major implications for the competitiveness of its cloud business and the overall cybersecurity industry.

18/03 Nvidia announces Blackwell Ultra and Rubin AI chips

Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022.

18/03 Goldman recommends these cheap and stable stocks to survive the market volatility

Investors should focus on stocks that offer both stability and visibility, according to Goldman Sachs.

17/03 Demand remains high for skilled foreign workers, as U.S. faces critical shortage

The U.S. needs more skilled workers, especially in STEM fields, which require 1 million more workers by 2033, according to the Bureau of Labor Statistics.

17/03 Telcos race to transition from 'dumb pipes' to tech players with help from AI

Telcos are talking up efforts to transform themselves into tech players, touting advances in AI, 5G and 6G networks, satellite internet and even smart cities.

16/03 Could the 'Magnificent Seven' rise from the ashes? Here's why I think it's possible

In his Sunday column for Club subscribers, Jim Cramer examines whether large-cap tech stocks could once again act as safe-haven names.

16/03 How the U.S. is losing ground to China in nuclear fusion, as AI power needs surge

For decades, the U.S. has led the race to clean, limitless nuclear fusion energy. Now China is catching up, spending twice as much and building projects faster.

16/03 China's 'Fab Four' tech stocks are stealing the spotlight from the U.S.

The contrast between Chinese and U.S. stocks is only getting clearer.

14/03 Shares of DocuSign surge 14% on strong earnings, AI boost

CEO Allan Thygesen said the company has "started to turn the corner on the core business."

14/03 Tech's 3-week sell-off, led by Tesla, wipes out $2.7 trillion in value from megacaps

Wall Street had very different expectations for the tech trade following President Trump's election victory in November.

13/03 Jim Cramer's 6 favorite stocks right now, plus updates on the rest of the portfolio

Jim Cramer ran through all 32 Club holdings during the Investing Club's March Monthly Meeting.

13/03 JPMorgan says recession fears are not to blame for the sell-off, but instead another culprit

Fears of an economic recession have been cited as a catalyst for the stock market’s horrid run this week.

13/03 Jim Cramer's top 10 things to watch in the stock market Thursday

U.S. stocks were looking at a lower open following Trump's tariff news but cooler inflation reading.

13/03 Here are Thursday's biggest analyst calls: Nvidia, Apple, Boeing, Wells Fargo, Microsoft, Amazon & more

Here are Thursday's biggest calls on Wall Street.

13/03 D.A. Davidson upgrades Microsoft, says tech giant can weather a consumer slowdown better than most

Microsoft can navigate a consumer slowdown better than most major tech companies, making it an attractive investment, according to D.A. Davidson.

13/03 Binance secures ‘largest investment ever’ in crypto as Abu Dhabi’s MGX pledges $2 billion

Emirati state-owned investment firm MGX announced a $2 billion investment into Binance, marking the cryptocurrency exchange's first institutional investment.

13/03 China's DeepSeek moment to risks of groupthink: What tech leaders are saying on AI right now

The future of artificial intelligence is dominating discussions at CNBC's CONVERGE LIVE in Singapore.

12/03 This fund has outperformed the S&P 500 for the past five years. What it's buying now

U.S. Select Quality Equity Fund from GQG has exited Apple, cut its position in Nvidia and beefed up its stake in defensive stocks like Philip Morris.

12/03 An analyst upgraded Eaton to buy. Jim Cramer says the call is exactly right

Shares of Eaton rose more than 3% on Wednesday.

11/03 Microsoft is open to using natural gas to power AI data centers to keep up with demand

Microsoft Vice President of Energy Bobby Hollis said natural gas with carbon capture is an option if the projects are commercially viable.

11/03 Watch Constellation Energy CEO speak live about the company's push to restart Three Mile Island

Constellation Energy operates the largest fleet of nuclear reactors in the U.S.

11/03 Tuesday’s big stock stories: What’s likely to move the market in the next trading session

Recession fears ignited a sharp sell-off in stocks Monday, with the Nasdaq falling 4% for its worst day since September 2022. What CNBC is watching Tuesday.

11/03 Don't let Monday's sell-off scare you out of the market entirely, Jim Cramer says

CNBC's Jim Cramer advised investors not to leave the market entirely because of the massive sell-off.

10/03 OpenAI to pay CoreWeave $11.9 billion over five years for AI data centers, services

Ahead of CoreWeave's upcoming IPO, the provider of data centers for AI has signed a five-year deal with OpenAI worth almost $12 billion.

07/03 Here are Friday's biggest analyst calls: Nvidia, Netflix, Broadcom, Coinbase, Tesla, GM, Microsoft and more

Here are Friday's biggest calls on Wall Street.

07/03 Broadcom's report gives the battered AI trade a much-needed win

The chipmaker delivered the kind of quarterly beats and strong guidance needed to ease investor fears.

06/03 Amazon cloud launches service for helping game companies with streaming

Video game developer Jackbox Games is using Amazon's GameLift Streams to build its own direct-to-consumer streaming app.

06/03 Jim Cramer buys stocks during the market sell-off as he tries to make sense of it all

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

05/03 Amazon's cloud unit forms agentic AI group

Swami Sivasubramanian, who has run Amazon Web Services' database business, will lead a new group focused on agentic AI.

05/03 Scale AI announces multimillion-dollar defense deal, a major step in U.S. military automation

Spearheaded by the Defense Innovation Unit, the Thunderforge program will work with Anduril, Microsoft and others to develop and deploy AI agents.

05/03 Ex-Facebook engineer is tackling clinician burnout at Freed after seeing wife's challenges

Freed, a health-tech startup focused on AI scribing, announced a $30 million funding round on Wednesday, led by Sequoia Capital on Wednesday.

05/03 Judge denies Musk's attempt to block OpenAI from becoming for-profit entity

A Judge in California on Tuesday said Elon Musk can't move forward in his legal efforts to stop OpenAI from converting to a for-profit entity.

04/03 Tech stocks are down 7% since Trump's inauguration as trade war fuels uncertainty

Tariffs may spike manufacturing costs for leading technology companies such as Apple and Nvidia that assemble and manufacture products outside the U.S.

04/03 Malaysia will take 'necessary action' if its companies are involved in Nvidia fraud case: Trade minister

Malaysian says its authorities are discussing the issue with the data center companies and checking if the chips have gone to the right parties.

03/03 'What Europe needs is a DOGE,' Deutsche Telekom CEO says in impassioned plea for deregulation

Europe needs its own version of what Elon Musk has done with the Department of Government Efficiency in the U.S., according to Deutsche Telekom CEO Tim Höttges.

28/02 Amazon's most powerful new Alexa features being powered by Anthropic's AI, sources say

Anthropic's Claude large language model is powering the majority of complex tasks for Amazon's new Alexa+, sources tell CNBC. 

28/02 Nvidia stock tries to make a stand — but this chart shows what it's up against

It's been a tough six weeks.

28/02 Microsoft is shutting down Skype after a 21-year run. Here's how it lost out to video call rivals

Skype is among the world's most long-lasting digital brands. But other mobile apps took off faster, and Skype didn't see the Covid bump that Zoom did.

28/02 House Judiciary Committee subpoenas Alphabet, Meta, other tech giants over 'foreign censorship' of speech

The House committee is concerned that foreign laws around online content "have limited Americans' access to lawful speech" in the U.S.

27/02 Nvidia bounced from the $3 trillion market cap club after shares fall more than 8%

Despite its slide, Nvidia is still the second most valuable U.S. tech company, behind Apple and ahead of Microsoft.

27/02 Here are three bullish aspects of Nvidia's quarter that the sellers are missing

Nvidia gave the bulls plenty to like Wednesday night.

27/02 Snowflake surges 13% on earnings beat as company expands AI push

Snowflake announced an expanded partnership with Microsoft Azure to offer access to OpenAI models on Wednesday.

27/02 Amazon touts its first quantum-computing chip a week after Microsoft's unveiling

Amazon revealed its first chip for quantum computing, and said its design will help the online retailer build highly efficient hardware systems.

27/02 Nvidia's beat and raise eases investors' concerns about 4 things nagging the stock

Shares of Nvidia remain below their Jan. 24 close around $142, the Friday before all the DeepSeek turmoil started.

27/02 Salesforce sinks on weak guidance — here's the biggest takeaway for the bulls

This was not the cleanest earnings report, but the immediate reaction in extended trading was overdone.

26/02 Nvidia reports fourth-quarter earnings after the bell

Nvidia's earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.

26/02 Why Tesla’s stock is unraveling and what happens next, according to Barclays

Deteriorating fundamentals and a reversal of technical factors have largely unwinded Tesla's post-election rally, Barclays wrote.

26/02 Microsoft just formed the foreboding 'death cross' chart pattern

A death cross is a price chart pattern that forms when a stock's 50-day moving average slips below its 200-day moving average.

26/02 DeepSeek raises new questions for Nvidia and the tech giants that hoard its chips

DeepSeek shook the market, but companies like Nvidia are still developing AI platforms that foundation models can use to operate.

26/02 Jim Cramer: Wavering faith in data centers is shaping market action

CNBC's Jim Cramer on Tuesday described stocks' recent movement, saying companies tied to the prevalence of data centers are declining.

25/02 Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

Nvidia’s stock has slowed in recent months as investors question where the chip company can go from here.

25/02 Palisades nuclear plant signs agreement to build first of its kind small modular reactors in Michigan

Holtec International is trying to restart the Palisades nuclear plant and expand it with two small modular reactors through an agreement with Hyundai E&C.

25/02 Apple shareholders reject outside proposal to end DEI programs

The rejection signals that investors still see value in Apple's diversity programs.

25/02 The momentum trade is at a make-or-break point and could put pressure on the broader market

So-called momentum stocks have been in the driver's seat for most of this bull market run. Now, they could face strong short-term headwinds.

25/02 Athenahealth to offer Abridge's AI scribe to its network of thousands of doctors

Athenahealth will offer Abridge's artificial intelligence scribing tool to its network of more than 160,000 clinicians.

25/02 Here are Tuesday's biggest analyst calls: Nvidia, Meta, Microsoft, Target, Ferrari, Nike, Alphabet, Amazon & more

Here are Tuesday's biggest calls on Wall Street.

25/02 5 things to know before the stock market opens Tuesday

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

25/02 Market froth needs to settle down, Jim Cramer says

CNBC's Jim Cramer on Monday described how he thinks froth is disrupting the market, saying trendier stocks need to cool off before others can bounce back.

24/02 What we want to hear from Jensen Huang when Nvidia reports earnings Wednesday

From DeepSeek to Blackwell snags, Nvidia's earnings report Wednesday evening lands against a complicated backdrop.

24/02 Market comeback loses steam, but here's why Bristol Myers is still having a strong day

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

24/02 Jim Cramer's answer to Friday's market plunge — plus, a stock he may soon buy, again

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

24/02 Microsoft reiterates plan to invest $80 billion in AI, but may 'adjust our infrastructure in some areas'

Microsoft hasn't backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure adjustments.

24/02 The last few analysts are commenting before Nvidia's big earnings this week. What they're saying

See what Wall Street is watching for into Nvidia's earnings report.

24/02 Jim Cramer's top 10 things to watch in the stock market Monday

Is the U.S. consumer tapped out? Plus, Melius Research defends Nvidia ahead of earnings.

24/02 Top tech companies turn to hydrogen and nuclear energy for AI data centers

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.

24/02 Analyst says Microsoft is cutting AI data center spending, which may have led to market sell-off

"When coupled with our prior channel checks, it points to a potential oversupply position for MSFT," the note said.

23/02 These are the 7 things we're watching in the stock market in the week ahead

Nvidia, Salesforce and Home Depot, plus the Fed's favorite inflation gauge, are among the biggest events for Wall Street.

23/02 Westinghouse sees path to building cheaper nuclear plants after costly past

Two nuclear projects in the South were bogged down by costly overruns, but Westinghouse Electric Company still sees the potential for new U.S. plants.

22/02 StockStory: A volatile tech stock worth owning for the long-term because of its dominance of a niche area

The analysts at StockStory breakdown TradeDesk.

21/02 Nvidia and PCE will have to deliver next week for a stock market in search of direction

Investors are about to get two potential market-moving catalysts in the coming week.

21/02 We're buying the dip in an AI data center play still under pressure post-DeepSeek

We see this as an opportunity.

20/02 Here’s a rapid-fire update on all 32 portfolio stocks, including the 'comeback kids'

Jim Cramer offered his latest thinking on all the Investing Club stocks, including Nvidia, Starbucks and Costco.

20/02 Watching Nvidia and Apple crater shook my resolve. Here is what got me through it

I made my "own, don't trade" rule for these stocks to make me stay long through all the noise.

20/02 DA Davidson recommends speculative IonQ, saying Microsoft breakthrough shows ‘quantum race is accelerating’

Shares of IonQ could rally 46% from current levels as Microsoft's Majorana 1 validates the entire quantum computing industry, the broker said.

20/02 Here are our top 5 performing stocks during a topsy-turvy market over the past month

Volatility first ensued on the rise of Chinese startup DeepSeek's AI model in late January.

20/02 Jim Cramer's top 10 things to watch in the stock market Thursday

Wall Street was heading for a lower open Thursday after the S&P 500 closed at another record.

19/02 Stocks making the biggest moves midday: Occidental, Hims & Hers, Bumble, quantum stocks and more

These are the stocks posting the largest moves in midday trading.

19/02 Microsoft reveals its first quantum computing chip, the Majorana 1

Microsoft's initial quantum processor, which contains eight topological qubits, is a step toward 1 million qubits and wide commercial use.

18/02 Jim Cramer says buy these 2 portfolio stocks, plus his latest thinking on Nvidia

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

17/02 Innovaccer launches AI agents for doctors and hospitals to address burnout

Innovaccer on Monday announced a suite of AI agents that can automate repetitive tasks for clinicians.

17/02 Gen Z battling with phone anxiety are taking telephobia courses to learn the lost art of a call

"They associate the ringing phone with fear," Liz Baxter, a career advisor at Nottingham College in the U.K. said of Gen Z students.

15/02 Dan Sundheim's D1 Capital sells Bank of America and Microsoft in the fourth quarter, buys 3M

Sundheim's hedge fund sold some of its blue-chip stocks during the fourth quarter, securities filings show.

14/02 Third Point's Dan Loeb ups stake in gambling stock and is accumulating Meta again

The return to buying Meta followed a decision to sell the social media company's shares in the prior quarter.

14/02 OpenAI rejects Musk's takeover offer, says it was 'not a bid at all'

OpenAI sent a short letter to Elon Musk's lawyer on Friday, rejecting the billionaire's acquisition offer.

14/02 Wells Fargo gets another win, plus what's fueled 2 tech giants to big weeks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

14/02 Friday’s big stock stories: What’s likely to move the market in the next trading session

President Donald Trump held off on enacting reciprocal tariffs for now, which helped lift stocks on Thursday. Here's what CNBC is watching going into Friday.

13/02 Arm shares rise on report that Meta will buy its first chip

Arm shares rose 5% after a Thursday report that it was developing its own chip and that it had secured Meta as one of its first customers.

13/02 Trump metal tariffs could slow data center growth and disrupt power grid, analyst says

Demand for transformers, a key component in the electric, has exploded as infrastructure ages and power demand rises.

13/02 With Trump all-in on crypto, bitcoin bulls bet the trillions in cash on America's corporate balance sheets are next

Adoption of cryptocurrency and bitcoin continues to grow, but haven't found a home on corporate balance sheets, where trillions remain in cash and bonds.

13/02 SAP and Databricks partner to make AI work across business applications

Software vendors SAP and Databricks are joining forces to help companies analyze their most critical data.

12/02 Reddit shares fall 10% after company misses on user numbers

Reddit reported fourth-quarter earnings Wednesday that beat on the top and bottom.

12/02 India's Modi to meet with Trump, Musk on Thursday as trade tensions mount

Indian Prime Minister Narendra Modi has meetings set up for Thursday with President Donald Trump and Tesla CEO Elon Musk, among other leaders.

11/02 Anduril to take over Microsoft's U.S. Army $22-billion headset program

Anduril Industries will take control of Microsoft's multibillion-dollar augmented reality headset program for the U.S. Army.

11/02 Anduril to take over Microsoft's $22 billion U.S. Army headset program

Anduril Industries will take control of Microsoft's multibillion-dollar augmented reality headset program for the U.S. Army.

11/02 5 things to know before the stock market opens Tuesday

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

11/02 Super Micro's roller coaster continues into earnings with 59% stock pop in past week

Super Micro has a lot on the line heading into its earnings report on Tuesday after a tumultuous 2024.

11/02 A complete guide to value investing — how Warren Buffett made his money

Value investing means taking the long view, holding your nerve and avoiding risky behavior. CNBC asks some top value investors how they do it.

10/02 These 2 sectors lead the market — plus, Broadcom may have another custom chip partner

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

10/02 Wall Street is souring on 'Magnificent 7' stocks after group's worst earnings season since 2022

Now is a 'prudent' time for investors to consider lowering their exposure to the 'Magnificent 7' cohort, Trivariate Research wrote in a recent note.

10/02 French antitrust agency probing Microsoft over Bing access

The investigation is over concerns that Microsoft degrades the quality of results when rivals pay to use Bing technology in their own search-engine products.

10/02 Nvidia tries to extend its recovery streak, and Home Depot gets a big endorsement

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

10/02 France unveils 109-billion-euro AI investment as Europe looks to keep up with U.S.

Macron announced the mammoth investment sum ahead of France's AI Action Summit, where world leaders and tech bosses are gathering in Paris this week.

10/02 CNBC Daily Open: Enthusiasm over Trump and AI appears to be waning

Though artificial intelligence and Trump are still the main characters of the stock market, they are steering it in a direction different from December.

10/02 CNBC Daily Open: Markets aren’t as enthusiastic over Trump and AI as they used to be

While AI and Trump are still the main characters of the stock market, they are steering markets in direction different from December.

09/02 Here are the 3 things we're watching in the stock market this week

Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.

08/02 Tech megacaps plan to spend more than $300 billion in 2025 as AI race intensifies

Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.

07/02 Big Tech AI spending plans should allow Nvidia longs to rest easier after DeepSeek scare

Morgan Stanley updated its capex forecast for the four hyperscalers, expecting the spending to grow to $367 billion in 2026 from $315 billion in 2025.

07/02 Meta is on an eye-popping 15-day win streak. How to trade it from here

Jeff Kilburg describes his hedging strategy for the Magnificent 7.

07/02 Jim Cramer's top 10 things to watch in the stock market Friday

Wall Street was heading for a muted open after Friday's jobs report showed lackluster nonfarm payrolls growth but a lower unemployment rate.

07/02 NFL goes after Gen Z fans by courting creators on YouTube, Instagram and Snapchat

Hundreds of creators have swarmed New Orleans for Super Bowl 59, getting paid big contracts to make content for brands like Microsoft, Verizon and Nike. 

07/02 Amazon's quarterly beats took a back seat to a couple dings we're not going to sweat

We don't see these items as thesis-changing.

07/02 Amazon hit by strengthening dollar, underscoring risks in tech to overseas reliance

In its earnings report on Thursday, Amazon said the strong dollar is weighing on revenue, signaling the company is particularly exposed to currency swings.

07/02 Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its spending spree on AI services.

06/02 Amazon fourth-quarter cloud revenue falls just shy of Wall Street estimates

All three of the top companies providing cloud-based computing and storage delivered less fourth-quarter revenue from this category than expected.

06/02 Amazon’s advertising business grew 18% in the fourth quarter

Amazon's online advertising business logged $17.29 billion in the fourth quarter

06/02 The Magnificent Seven has split into two camps to start the year. Here's what that could mean

Stretched valuations have investors scrutinizing the hyperscalers at a time of rising competition and greater trade tensions.

06/02 Jim Cramer says buy the dip in this AI stock — plus, get ready for Amazon earnings

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

06/02 Amazon set to report earnings after the bell

The company is expected to show strong operating income growth, reflecting CEO Andy Jassy's efforts to rein in expenses.

06/02 4 portfolio names just reported earnings. Jim Cramer tells us which ones are buys

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

06/02 At the halfway mark of the earnings season, here's how corporate America is doing

We're more than halfway through fourth quarter earnings. Corporate updates have left investors with loads to think about.

06/02 Here are Thursday's biggest analyst calls: Nvidia, Apple, Tesla, Ferrari, Qualcomm, Microsoft & more

Here are Thursday's biggest calls on Wall Street.

06/02 CNBC Daily Open: Consecutive stock gains signal calm, but heed Fed officials

U.S. Federal Reserve officials have been unusually open in discussing their concerns over fiscal policy. Investors might want to pay attention.

06/02 CNBC Daily Open: Back-to-back gains in stocks signal calm, but listen to Fed officials

U.S. Federal Reserves have been unusually open in discussing their concerns over fiscal policy. Investors might want to pay attention.

05/02 Amazon announces hardware event for Feb. 26 as it races to release new Alexa

A company spokesperson confirmed the event will include updates from its Alexa team.

05/02 Alphabet's big AI spending plan is more good news for 2 chip stocks shaken by DeepSeek

Amazon, which is set to report its quarter after Thursday's closing bell, remains an unknown. But three for three so far is not too bad.

05/02 Google opens its most powerful AI models to everyone, the next stage in its virtual agent push

The suite of agentic Gemini 2.0 models includes 2.0 Flash, 2.0 Pro Experimental and 2.0 Flash-Lite.

05/02 Alphabet's quarter, spending guide, commentary give little reason to change our view on the stock

We're debating whether this management team can do better or whether we're looking at a value trap.

04/02 Alphabet expects to invest about $75 billion in capex in 2025

Alphabet CEO Sundar Pichai said the company plans to invest about $75 billion in capital expenditures in 2025 as it continues to innovate.

04/02 A way to play a comeback in this beaten-up Magnificent 7 member using options

Nishant Pant describes a bull call spread on Microsoft.

04/02 Bank of America sees Nvidia overcoming DeepSeek, trade war challenges and rising to all-time high

Nvidia shares have added 76% over the past year, but have been under pressure so far in 2025.

03/02 Stocks bounce back after sell-off on Trump's tariffs, tech still under pressure

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

02/02 Here are the 11 things we're watching in the stock market in the week ahead

Jobs data and earnings from the likes of Amazon and Eli Lilly take center stage in the week ahead.

02/02 Reid Hoffman enters 'wondrous and terrifying' world of health care with latest AI startup

LinkedIn founder and venture capitalist Reid Hoffman has just launched drug discovery startup Manas AI, alongside Dr. Siddhartha Mukherjee, an oncologist.

01/02 We trimmed 3 stocks, bought more of another in this week's overbought market

Here's a cheat sheet of this week's portfolio trades, including a purchase of an industrial name ahead of its earnings report.