Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
Stock market news for Aug. 13, 2026
Stocks finish in the green The three leading U.S. indexes finished in positive territory on Thursday. The S&P…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Eli Lilly’s weight loss pill Foundayo gets UK approval. Plus, oil holds back stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…