Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters Qualcomm shares surged 12% on Friday and are now up 75% in the past month, as the chipmaker’s increasingly central position in the physical AI boom becomes more apparent to Wall Street. The stock is…
Microsoft CEO Satya Nadella speaks at a company event on artificial intelligence technologies in Jakarta, Indonesia, on April 30, 2024. Dimas Ardian | Bloomberg | Getty Images Microsoft had all the pieces to win in vibe coding, thanks to the near ubiquity of GitHub, which the company bought for $7.5 billion in 2018. But repeated…
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Microsoft is in talks to supply its custom artificial intelligence chips to Anthropic, CNBC confirmed on Thursday. A deal would represent a…
Female apprentice engineer working with CNC machine in factory Witthaya Prasongsin | Moment | Getty Images The days of going to college to secure a lucrative career are over, as skilled trade workers have seen a 30% wage bump in the past few years, the CEO of the world’s largest recruitment firm told CNBC. Sander…
Elon Musk arrives to court at the Ronald V. Dellums Federal Building on April 30, 2026 in Oakland, California. Benjamin Fanjoy | Getty Images Elon Musk lost his lawsuit against OpenAI CEO Sam Altman on Monday, ending one round in the fight between the former friends and co-founders, and setting the stage for an even…
Armada co-founders Dan Wright (L) and John Runyan (R) Armada Armada, which builds modular data centers that are becoming increasingly popular with customers in defense, energy and the military sector, raised $230 million from investors in a Series B fundraising round announced on Tuesday. San Francisco-based Armada, which was named to the 2026 CNBC Disruptor…
An Android character is displayed in front of a building on the Google headquarters campus on July 23, 2025 in Mountain View, California. Justin Sullivan | Getty Images Alphabet‘s stock is up 140% over the past year, with a cloud business that is growing faster than Amazon’s and Microsoft’s. But 18 months ago, the Google…
After less than two hours of deliberations, a jury on Monday rejected Elon Musk’s claims against OpenAI CEO Sam Altman, ending a dramatic chapter in the bitter rivalry between the two tech billionaires, who were once close friends. The court, led by U.S. District Judge Yvonne Gonzalez Rogers, agreed with the advisory jury’s determination that…
The earnings season has revived investors’ interest in artificial intelligence trades. Robust spending and strong demand for AI infrastructure have reinforced analysts’ confidence in several stocks. Top Wall Street analysts can help investors choose the right stock with strong long-term prospects, as these experts assign their ratings after evaluating all key aspects of a company’s…
Bill Ackman, founder and CEO of Pershing Square Inc., attends his company’s IPO at the New York Stock Exchange (NYSE), in New York City, U.S., April 29, 2026. Brendan McDermid | Reuters Bill Ackman’s Pershing Square has built a position in Microsoft, as the hedge fund manager said the software giant’s recent pullback created a…
