CNBC’s Jim Cramer on Thursday marveled at the divergent fates of technology stocks — the hardware winners and software losers — and suggested it may remain this way for a while longer. This divide had been one of the market’s dominant themes in 2026 before the Iran war broke out Feb. 28. And now, even…
Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022. Ying Tang | Nurphoto | Getty Images Broadcom said Monday that it’s agreed to produce future versions of artificial intelligence chips for Google, and signed an expanded deal with Anthropic that will give the AI startup access to…
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Want to know how the market will react when the U.S.-Iran war finally ends? CNBC’s Jim Cramer said Tuesday’s session gives investors the answer. The “Mad Money” host said that the market “tipped its hand” during Tuesday trading as stocks finally rallied and rates went lower, describing the day as “a dry run of what…
Jonathan Raa | Nurphoto | Getty Images Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company as businesses race to meet ballooning artificial intelligence demand. The deal ties Marvell into Nvidia’s AI ecosystem, making it easier for customers to build on the infrastructure. Both…
Meta CEO Mark Zuckerberg makes a keynote speech during the Meta Connect annual event, at the company’s headquarters in Menlo Park, California, on Sept. 25, 2024. Manuel Orbegozo | Reuters Meta is boosting its spending commitment on a forthcoming AI data center in West Texas by more than sixfold to $10 billion, with an aim…
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026, in Washington. Anna Moneymaker | Getty Images In a document that resembles an IPO prospectus, OpenAI said its close ties with Microsoft could be a potential risk to its business, telling investors that the software company is responsible for “a substantial…
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock’s 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images When OpenAI CEO Sam Altman took the stage at BlackRock’s U.S. Infrastructure Summit earlier this month, he acknowledged his company is facing a harsh reality:…
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in Beijing on March 11, 2026. Adek Berry | Afp | Getty Images Three months ago, the tech industry was unaware of a lobster-themed AI coding project built by an under-the-radar Austrian software developer. OpenClaw, as that creation…
U.S. President Donald Trump delivers remarks on artificial intelligence at the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters The Trump administration on Friday issued a legislative framework for a single national policy on artificial intelligence, aiming to create uniform safety and security guardrails around the nascent…
