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March 26, 2026
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NVIDIA Corp

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American AI coding agents are impressive. But so are China’s

Sagar2 months ago03 mins

There’s a new Chinese model gaining buzz among developers: Zhipu AI’s GLM 4.7. That in itself is not new, but what did catch our attention was where it’s becoming popular: the U.S., our own turf. I first spotted Zhipu’s post on WeChat, announcing that the new coding tool was seeing so much demand, it would…

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  • Business

CoreWeave stock jumps as Nvidia invests $2 billion for data centers

Sagar2 months ago03 mins

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…

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  • Business

Nvidia VC arms backs in AI startup Synthesia at $4 billion valuation

Sagar2 months ago03 mins

Nvidia and Alphabet’s VC arms have backed British AI startup Synthesia in a $200 million funding round, amid a surge of private investment in promising young tech companies seeking to capitalize on the AI boom. The round sees Synthesia hit a $4 billion valuation and was led by Alphabet’s GV, with participation from Evantic, Hedosophia,…

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  • Business

What I want to see in earnings from Apple, Meta and Microsoft

Sagar2 months ago015 mins

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…

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  • Business

How the world’s most powerful people communicate and influence

Sagar2 months ago06 mins

French President Emmanuel Macron, wearing sunglasses, speaks during a meeting on the institutional future of New Caledonia at the Elysee Palace in Paris, France, Jan. 16, 2026. Yoan Valat | Via Reuters Every January, the world’s most powerful people gather on the snowy peaks of Davos to talk about the most pressing global issues, and…

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  • Business

Nvidia director Persis Drell resigns decade on board $26 million stock

Sagar2 months ago02 mins

Signage ahead of the Nvidia Live event at CES 2026 in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia director Persis Drell, an engineering professor at Stanford, resigned on Wednesday after just over a decade on the chipmaker’s board of directors, the company said in a…

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AI, credit card rates, housing — what 6 of our portfolio name CEOs said in Davos

Sagar2 months ago06 mins

The World Economic Forum, each year, becomes the center of the universe for one week in January in Davos, Switzerland. This year, six CEOs of portfolio companies were interviewed on CNBC throughout the week. They discussed topics ranging from artificial intelligence to America’s housing affordability crisis. Here is what they had to say. 1. Amazon…

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  • Business

The Greenland data center project an ex-Trump official has a stake in

Sagar2 months ago06 mins

A former official of U.S. President Donald Trump’s first administration is planning a multi-billion-dollar data center project in a remote corner of Greenland, as hyperscalers scramble to build out capacity across the globe to keep up with the AI rollout. The data center is aiming to be operational at 300 megawatts (MW) by mid-2027, before…

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Nvidia’s Huang to visit China as AI chip sales stall

Sagar2 months ago02 mins

Nvidia founder and CEO Jensen Huang (R) speaks next to BlackRock chairman and WEF co-chairman Larry Fink during the World Economic Forum (WEF) annual meeting in Davos on January 21, 2026. Fabrice Coffrini | Afp | Getty Images BEIJING — Nvidia CEO Jensen Huang plans to visit China in the coming days ahead of the…

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Jim Cramer says he’s not bailing on the Mag 7 amid storage stock rally

Sagar2 months ago02 mins

CNBC’s Jim Cramer said Thursday he’s not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026. “I think that the money will ultimately flow back to most of the [Mag 7] … because these companies just have too many levers, too…

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