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Last updated 12 minutes ago
Bond market anxiety is growing over AI capex budgets
17 minutes ago
Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors...
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
43 minutes ago
"Capex trends are going to be the number one focus," Club portfolio...
Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants
about 2 hours ago
Trump's Truth Social post railed against the European Union's new fine on...
Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others
about 3 hours ago
Moody's said AI spending is forcing even the world's most cash-rich corporations...
Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs
about 3 hours ago
Anthropic said Claude Opus 5 is its best performing and its most...
Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models
about 6 hours ago
Chinese open-weight models are gaining steam against leading offerings from American companies...
Oil spurs a sell-off, Trump's new tariffs, Intel earnings and more in Morning Squawk
about 8 hours ago
Here are five key things investors need to know to start the...
U.S., other nations back open-source AI with 'strong security' at China summit
about 18 hours ago
The 21 APEC economies, including the U.S. and China, released a statement...
China's largest memory chipmaker sparks fears of a cash drain as it readies for public debut
about 18 hours ago
CXMT is stoking fears that its blockbuster stock market debut could pull...
Amazon cracks down on use of AI images by sellers after New York law
about 20 hours ago
A recently enacted New York law mandates that companies disclose when an...
Oracle signs 10-year software contract with Pentagon worth up to $7 billion
about 23 hours ago
Oracle will supply on-premises software to the U.S. Department of Defense.
Intel blows past estimates, recording fastest sales growth in almost 15 years on 'unprecedented' demand
1 day ago
Despite a recent slump in the stock, Intel shares are still up...