Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I’m seeing and hearing from local businesses. Students and businesses alike are embracing AI in China, while the U.S. worries more about the negative impact. Will that encourage cooperation on AI…
Palantir CEO Alex Karp speaks at the World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026. Fabrice Coffrini | Afp | Getty Images Palantir reported first-quarter results on Monday that sailed past analysts’ expectations, and also issued guidance that topped estimates. Here’s how the company did compared to analyst estimates as compiled by…
CNBC’s Jim Cramer said the market just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous. “All the big techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host said. However, he cautioned against complacency. “That doesn’t mean…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. It’s a new month, but it’s more of the same for the S & P 500. The broad index is on its way to another record…
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam Altman (C) and Anthropic CEO Dario Amodei (R) at the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Software giants are seeing their worst stock performance in years…
With his penchant for suits, ties and sweater vests, Federal Reserve chair nominee Kevin Warsh doesn’t share the rumpled look of many of the Silicon Valley entrepreneurs he calls friends. But they still count him as one of their own. “You wouldn’t be hanging out with us if you were as normal as you claim…
We have so many struggles going on right now that it’s hard to believe the market can stay up at this level for much longer. It’s a visceral moment where the losses mount quickly if you are on the wrong side of the trade. We all know that it’s time to embrace the bear, right?…
Michael Burry attends “The Big Short” New York premiere at the Ziegfeld Theater in New York, Nov. 23, 2015. Andrew Toth | Filmmagic | Getty Images Michael Burry is sticking with his bearish wager against Palantir Technologies, even after a public endorsement from President Donald Trump helped lift the stock. The investor of the “Big…
CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit, at Carnegie Mellon University in Pittsburgh, Pennsylvania, U.S., July 15, 2025. Nathan Howard | Reuters President Donald Trump lauded Palantir in a post to Truth Social on Friday as the artificial intelligence software stock headed for a 15% weekly plunge and short…
Kevin Warsh, Fellow in Economics at the Hoover Institution and lecturer at the Stanford Graduate School of Business, speaks during the Sohn Investment Conference in New York City, U.S., May 8, 2017. Brendan McDermid | Reuters An expected nomination hearing for Federal Reserve chair candidate Kevin Warsh has been delayed, a person familiar with the…
