OpenAI to end model access to Cursor after acquisition by SpaceX
A combination photo shows CEO of OpenAI Sam Altman (L) on April 28, 2026 and Elon Musk on…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
More than 100 companies sign on to major AI cyber defense push
Several AI applications can be seen on a smartphone screen, including ChatGPT, Claude, Gemini, Perplexity, Microsoft Copilot, Meta…
Nvidia optimizes for DeepSeek, Qwen amid U.S. restriction risk
Nvidia is bolstering support for Chinese artificial intelligence models in a play to beat domestic chipmakers to optimizing…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
Nvidia (NVDA) Q2 2027 earnings report: Live updates
Nvidia reported better-than-expected fiscal second-quarter results and issued revenue guidance that topped estimates. The stock jumped 4% on…
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 2% 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…
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…
If AI is a bubble, could rising yields pop it?
An eye-popping ascent in bond yields is raising alarm on Wall Street that the artificial intelligence trade could…