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Silicon Valley’s new buyout playbook is hitting Wall Street
Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside.
Corning shares jump 4% after company strikes deal to power Amazon AI data centers in U.S.
Amazon is the latest megacap company to announce a massive deal with Corning, which is rapidly becoming a critical player in the AI buildout.
Marvell Technology jumps 10% after news it will join the S&P 500 index
Marvell stock jumped after S&P Global said the AI chipmaker would join the S&P 500 on June 22.
100 days of war, Delta's trans-Pacific push, YouTube creators take on Hollywood and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Tech stock sell-off accelerates; SoftBank drops 6% as investors sour on AI-linked names
Global tech stocks tracked overnight losses in U.S. tech names led by a sell-off in Broadcom.
Foreign investors have dumped billions of dollars of Korean stocks this year despite record rally. Here's why
The selling intensified Monday as the benchmark Kospi plunged more than 8% at the open, even as it emerged as one of the world's standout performers thus far.
Here are 3 forces that drove a whirlwind week for the stock market
An avalanche of selling on Friday crushed stocks. It was a dramatic reversal from record highs earlier in the week.
Social media bans on teens risk strengthening Big Tech's grip on the sector, Bluesky exec warns
"We're living in a world where it's almost impossible for smaller entrants to come in and build healthier spaces," Bluesky's COO, Rose Wang, told CNBC.
Cramer’s week ahead: Stocks face pressure from rates, oil, and a flood of new offerings
CNBC’s Jim Cramer warned that rising interest rates, elevated oil prices, and a wave of AI-related stock offerings could continue to pressure the market.
Marvell Technology and Flex to join S&P 500 index, replacing Pool and Campbell's
The move highlights the growing importance of the technology sector to the stock market.
Trump administration, OpenAI discussing possible government stake in the AI startup
OpenAI CEO Sam Altman first shared the idea with the Trump administration in 2025, according to a source.
Google to pay SpaceX $920 million a month for compute capacity at xAI data centers
Ahead of a planned IPO, SpaceX inked a deal to rent compute capacity to Google for $920 million per month for 32 months.
Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test
Mythos gave the cybersecurity sector a boost, but upbeat earnings weren't enough for investors in search of an AI payoff.
Meta's stock sinks on report company could raise tens of billions of dollars to fund AI push
Meta shares dropped after the Financial Times reported the company could potentially raise tens of billions of dollars in a stock offering to help its AI push.
Model routing is a fix for AI overspending. That's a problem for OpenAI and Anthropic
Companies are shifting from running everything on the most powerful AI model to matching each task to the right one, a practice called model routing.
Apple stock is coming hot into next week's WWDC. How the company can meet the moment
When it comes to Apple and what investors in the stock at these levels care about, it is all about Apple Intelligence
Amazon unveils latest warehouse robot as tech giants continue AI layoffs
"Our experience of robots is that it's actually driven up employment rather than the reverse," Amazon executive John Boumphrey told CNBC.
AI is designing OpenAI's next model in a sign of 'superintelligence': SoftBank's Masayoshi Son to CNBC
SoftBank CEO Masayoshi Son said his forecast of artificial superintelligence arriving in 10 years was "conservative" and thinks it will be here sooner.
Where investors may find the next 'big wave' for AI trade
Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, tackles the AI boom.
May jobs report, Quantinuum's IPO, a record-setting season on Broadway and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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