China-linked cyberattacks are increasing and expanding beyond specific technology targets as the U.S.-China AI competition intensifies, analysts warn.…
CNBC's Jim Cramer said the AI trade has shifted, with Wall Street now rewarding suppliers of the artificial intelligence boom rather than the technology giants funding it.…
CNBC president KC Sullivan said the financial news network is on offense after the Versant Media spinoff, focusing on multiplatform digital transformation and leveraging AI disruption as an opportunit…
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.…
Palo Alto Networks and CrowdStrike reported record quarterly results, with shares surging 95% and 113% respectively, driven by demand for AI-powered cybersecurity. The companies have partnered with An…
Exelon CEO Calvin Butler warned that U.S. blackouts could begin as early as 2027 due to surging energy demand from AI data centers, which have pushed grid capacity to its limits. Nearly 400,000 Exelon…
The Trump administration has reportedly approached SpaceX about donating company stock to Trump Accounts, a new children's savings program, but current Treasury guidelines prohibit stock donations. Ov…
Google has made its personalized image generation feature, powered by Nano Banana, free for all eligible US users, removing the previous paywall. The feature pulls context from users' Gmail, Google Ph…
Federal Reserve-chefen Beth Hammack varnar för att AI-investeringar kan driva på inflationen, vilket kan kräva stramare penningpolitik. Uttalandet går emot andra bedömare som menar att AI kan öka prod…
HSBC warns of potential 'pain trades' that could surprise the stock market, including a more negative AI narrative and a stronger dollar. The bank notes that AI sector earnings expectations may be too…
Alphabet joined the Dow Jones Industrial Average on June 29, with its stock rising about 4% on the debut, making it the sixth-largest weight in the index at roughly 4%. Despite the symbolic milestone,…
The Bank for International Settlements warned that a $1 trillion AI capital expenditure boom by hyperscalers could trigger a financial bust if returns disappoint, with Bitcoin acting as a fast-reactin…
OpenAI is considering delaying its initial public offering until 2027 to achieve a $1 trillion valuation, according to a Bloomberg report. The delay has caused SoftBank's shares to drop 13% and affect…
Extreme heat threatens AI data centers, which require massive cooling and electricity. Zurich's Patrick McBride warns that extreme weather is no longer a background risk, as cooling accounts for 40% o…
Climate-driven heatwaves, storms, and water stress are raising operational and capital risks for large-scale AI data centers, with 79% of global capacity facing elevated acute climate hazard exposure.…
Alphabet executed an $85 billion share sale and SpaceX completed a record $75 billion IPO, with aggregated AI capex estimates rising into the hundreds of billions for 2026. SpaceX bond paper losses wi…
NVIDIA Corporation appears on lists of brain-computer interface stocks, but has underperformed in 2026 with a 12% year-to-date gain versus the VanEck Semiconductor ETF's 85% rise. The B200 compute pri…
Apple raised prices on several MacBook and iPad models by up to $300, citing a surge in memory and storage component costs driven by AI data center demand. Memory prices have roughly quadrupled over t…
SpaceX plans to build an eight-mile natural gas pipeline called 'Starpipe' to supply its Starbase launch site with fuel for a higher cadence of Starship launches, with service expected to begin in Jan…
Z.ai released GLM-5.2, an open-weight AI model that performs within one percentage point of Anthropic's Opus 4.8 on agentic benchmarks while costing roughly one-fifth as much, according to CNBC. The c…