Chairman and CEO of Microsoft Satya Nadella delivers a speech during the World Economic Forum (WEF) Annual Meeting in Davos, Switzerland on January 20, 2026. Harun Ozalp | Anadolu | Getty Images Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth. Here’s how the company performed in comparison…
Michael Intrator, CEO of Coreweave, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Shares of CoreWeave popped 12% on Monday after Nvidia announced it has invested $2 billion in the artificial intelligence infrastructure provider. Nvidia purchased CoreWeave Class A common stock at…
I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is it possible, ahead of a…
Vcg | Visual China Group | Getty Images Wall Street analysts guide investors with their research and useful insights, but some consistently outperform others with strong, accurate calls. TipRanks, a platform that tracks and ranks analysts based on the accuracy and success of their recommendations, has released its list of analysts who stood out in…
Bloom Energy power storage equipment, San Ramon, California. Smith Collection | Gado | Archive Photos | Getty Images A million bubbles were swirling inside each glass of Champagne poured on New Year’s Eve — which seems about like the number of times artificial intelligence bubbles have been mentioned by tech investors, economists and media pundits…
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and it’s not going away anytime soon. Record valuations and deals driven by major investments in artificial intelligence have fueled the AI boom, leaving some to brace for the potential burst. AI leaders like OpenAI and Nvidia have…
Former Facebook Chief Privacy Officer Chris Kelly said Tuesday that the next phase of the artificial intelligence boom will focus on becoming more efficient. As major AI players race to churn out the infrastructure needed to support AI workloads, Kelly told CNBC’s “Squawk Box” that the industry will need to streamline these power-intensive buildouts. “We…
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive,…
Broadcom CEO Hock Tan. Lucas Jackson | Reuters In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three…
Sometimes the stakes are so high, the degree of difficulty so immense, that it simply may be too hard to game. When that’s the case, no amount of formal research will help you fathom the stock implications. Yet, you have inherited the issues and they must be dealt with — or you are too at…
