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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...