Microsoft CEO Satya Nadella passes through security at the federal courthouse during proceedings in the trial over Elon Musk’s lawsuit against OpenAI in Oakland, California, on May 11, 2026. Karl Mondon | AFP | Getty Images Microsoft CEO Satya Nadella took the stand to testify in the Musk v. Altman trial in federal court in…
Late. Late. Late. That’s how I felt when I saw the Roundhill Memory ETF — symbol DRAM, of course — take in more than $5 billion in a month. Super late when I saw it took in $1.1 billion on Thursday alone, all to play what the press is hailing as the memory supercycle. But…
When wildlife TV personality Forrest Galante sat down for his monthly call with YouTube consultant Paddy Galloway, he received some bad news. No more turtles. Galante has 2.5 million YouTube subscribers. He’s been producing wildlife programming for more than a decade, including a docuseries on Animal Planet and a show on the History Channel. He…
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet briefly passed Nvidia by market cap in after-hours trading this week, a remarkable feat for a company that was seen as deeply at…
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping…
Data centers are gobbling up land, driving up electric bills, and becoming a lightning rod for public discontent over big tech’s power in society. Maine’s legislature recently passed a data center ban in the state (but failed to override the governor’s veto). According to the National Conference of State Legislatures, 14 states spanning the political…
The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty Images Micron Technology shares caught fire this week amid a global shortage of memory chips, with momentum driving the stock on surging enthusiasm across the semiconductor sector. Shares surged more than 15% to close at $746.81 on…
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia. While the chipmaker — and the world’s most valuable company — continues to prosper and is expected to…
Lake Oswego in Oregon. Bradleyhebdon | Istock Unreleased | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. A wave of states deciding to take aim at a tax incentive…
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier this year, agentic AI tool OpenClaw went viral and everyone and their grandmas were queuing up to get the digital assistant downloaded on their devices. Nvidia’s Jensen Huang was effusive with praise, calling the tool the “next…
