CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Alibaba shares fall as AI spending drives 75% drop in net income
China’s Alibaba on Thursday posted a 75% fall in profits for the June quarter as AI spending weighed…
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…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…
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…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
‘Big Short’ investor Steve Eisman sees an Achilles heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
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…
Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push
Gemini AI signage during the Google I/O Developers Conference in Mountain View, California, US, on Tuesday, May 19,…