Europe stands at a crossroads: compete meaningfully in the AI race or stick to its world-leading climate goals. “It’s like a fork in the road moment for Europe,” Wedbush Securities’ Dan Ives told CNBC. The bloc can either “play in the future” or risk “missing a big part of this technology wave.” The dilemma is compounded…
Recently appointed NASA Administrator Jared Isaacman on Friday told CNBC that the U.S. will return to the moon within President Donald Trump’s second term. Isaacman, a close ally of SpaceX CEO Elon Musk, told CNBC’s “Closing Bell Overtime” that Trump’s recommitment to exploring the moon is key to unlocking the “orbital economy.” “We want to…
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20…
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into 2026 poised for gains. The Club name struggled throughout 2025 as Wall Street worried that Microsoft ‘s Azure and Google Cloud were outpacing the growth rate of the No. 1 cloud, Amazon Web Services, and how President…
Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, on Sept. 23, 2025. Shelby Tauber | Pool | Reuters Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They’re off to a rough start. Oracle shares have plummeted 30%…
Sopa Images | Lightrocket | Getty Images Kyle Dijamco is a proud member of Palantir Technologies‘ fast-growing retail investor base. The Los Angeles-based marketer has bet big on the defense tech stock, even increasing his exposure after a drawdown earlier this year. The 31-year-old’s position now stands at roughly $25,000. “It’s an exciting stock to…
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer…
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…
A silicon wafer with chips etched into is seen as U.S. Vice President Kamala Harris tours a site where Applied Materials plans to build a research facility, in Sunnyvale, California, U.S., May 22, 2023. Pool | Reuters The U.S. will increase tariffs on Chinese semiconductor imports in June 2027, at a rate to be determined at…
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,…
