NVIDIA's fiscal Q2 2027 earnings report, due Wednesday, August 26, 2026, is the critical test for the AI capital-spending cycle, according to Seema Shah, chief global strategist at Principal Asset Man…
Broadcom is in talks to raise more than $60 billion in debt, potentially reaching $100 billion, through a special-purpose vehicle that buys AI chips and leases them back to customers like Anthropic, a…
OpenAI CFO Sarah Friar told employees at an all-hands meeting in San Francisco that the company plans to go public in 2027 or sooner, framing the IPO as "another fundraise" rather than a finish line. …
Dan Ives of Yorkville Ives told CNBC that investors still underestimate NVIDIA (NASDAQ: NVDA) ahead of its fiscal second-quarter earnings on August 26, 2026, arguing that analyst models for the next 1…
Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no…
OpenAI reported 20 million weekly active users of its AI coding and agent features as of August 19, 2026, representing about 2% of its roughly 1 billion active ChatGPT users. The company's overall rev…
A CNBC report finds that U.S. companies are shifting their AI communication strategies to rebuild worker trust amid a growing backlash, with 75% of employees expressing skepticism about AI's impact on…
Vertiv Holdings lost approximately $12.3 billion in market value, a 12% decline, over the week ending August 21, 2026, as rising bond yields—with the 10-year Treasury at 4.74% and the 30-year at 5.34%…
Nvidia has informed customers of price increases exceeding 15% for AI-related products, attributed to rising memory chip costs, according to CNBC. The hikes will affect systems scheduled for shipment …
Palantir Technologies CEO Alex Karp criticized frontier AI labs, including OpenAI and Anthropic, for allegedly 'trying to drug addict us' with their products, in comments reported by CNBC on August 3,…
Anthropic's IPO prospectus will reportedly list public backlash against AI as a key risk factor, according to CNBC, citing sources familiar with the matter. The company's CFO, Krishna Rao, has been fi…
Wealth managers report that even billionaires are increasingly worried their Gen Z children, typically aged 22 to 35, cannot secure or keep jobs in fields like technology, law, and health care, as AI …
Anthropic's upcoming IPO filing will list backlash against artificial intelligence as a risk factor, according to sources cited by CNBC. The filing, expected to be submitted in 2026, will highlight po…
Stocks took their cue from the bond market this week as rising yields rattled investors, but CNBC's Jim Cramer remains committed to his favorite AI and retail stocks, according to a CNBC Technology re…
Anthropic's impending IPO filing will list AI backlash as a risk factor, according to sources cited by CNBC. Market pricing indicates a decreased likelihood of Anthropic achieving a market cap above $…
A Pew Research Center poll of 3,488 US adults conducted in June found that 52 percent of Americans are now more concerned than excited about AI, up from 37 percent in 2021, and 71 percent believe AI w…
Reddit Inc. has discussed cutting off Google LLC's access to its content when their approximately $60 million annual AI training deal expires, according to The Wall Street Journal, and Reddit's stock …
CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNB…
Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…
Hedgefonder upplevde sin sämsta månad på över 20 år i juli, då de mest populära aktiepositionerna hade sin sämsta relativa utveckling mot S&P 500, enligt Goldman Sachs. Banken rapporterar att hedgefon…