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ChatGPT's ad pilot has the industry excited, but some insiders are frustrated with the slow rollout
AI search ads are seen as having massive potential by ad industry insiders and analysts, but OpenAI rival Anthropic has pledged to not have them.
Memory crisis latest: What we learned from the world's top producers this week
Parts of the market are asking if we're already nearing peak tightness and margins in the memory chip space as the shortage persists.
OpenAI's first crack at online shopping stumbled. It's preparing for the next wave
Etsy, Walmart and Shopify were quick to jump into Instant Checkout, but item information was often inaccurate and onboarding merchants was difficult.
Trump administration unveils national AI policy framework to limit state power
AI industry leaders have opposed state-level regulatory efforts, arguing that a "patchwork" of laws would hobble innovation and give China a competitive edge.
Tim Cook’s China visit reinforces country’s importance to Apple as global frictions rise
Tim Cook visited China for Apple's 50th anniversary as the company enjoys a surge in iPhone sales while navigating rising geopolitical tensions.
Super Micro shares plunge on shocking smuggling case. One stock stands to benefit
Investors on Friday appeared to jump into one Super Micro rival analysts see as the obvious beneficiary of the smuggling case.
The Dow's losing streak, fertilizer prices, Novo Nordisk's new Wegovy shot and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Who's most optimistic about AI — and who isn't, according to Anthropic
Economic gains are people's main aspirations for AI, but analysts warned that not everyone stands to benefit equally.
Nvidia's Huang pitches AI tokens on top of salary as agents reshape how humans work
Most enterprise AI projects have failed since 2018, a sobering track record for an industry awash in enthusiasm.
Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI
Alibaba cut its staff by roughly 34% over the course of 2025, as the company disposed of peripheral holdings to focus on its AI business.
Apollo's Sambur says software's AI troubles will persist, noting the 'very large unknowns'
While Wall Street may be encouraged by the recent rebound in the IGV Software ETF, Apollo's Sambur believe the story will get worse.
U.S. prosecutors charge Super Micro Computer employees with smuggling Nvidia chips to China
The U.S. government has been trying to crack down on illegal shipments of top-tier Nvidia artificial intelligence chips to China.
OpenAI to create desktop super app, combining ChatGPT app, browser and Codex app
The new unified app aims to help OpenAI streamline the user experience.
Figma's stock drops 12% in two days after Google releases 'vibe design' product
Figma's stock has been getting hammered on concerns about AI, and Google's new design product is adding to that anxiety.
Amazon acquires startup Rivr to test robots for 'doorstep delivery'
The company expects to test ways it can use Rivr's robots to help with "doorstep delivery" and to "improve safety outcomes" for delivery drivers.
Apple bears are proven wrong yet again as iPhone defies the China slump narrative
Memory shortages. Way behind on AI. Tariff troubles. None of that seems to matter to Apple.
Meta backtracks on decision to end Horizon Worlds VR after fans speak up
A day after announcing the Horizon Worlds would only be available on a mobile app starting in June, Meta said it changed its mind.
Eli Lilly's new shot shows solid weight loss in study — plus, a way for Nvidia to perk up
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Uber to invest up to $1.25 billion in EV maker Rivian in deal to launch 50,000 robotaxis
Uber plans to invest up to $1.25 billion in Rivian as part of a deal to deploy up to 50,000 robotaxis in several countries through 2031.
Crypto.com lays off 12% of workforce as latest company to cite AI in job cuts
CEO Kris Marszalek said the layoffs were in "roles that do not adapt in our new world" as the company integrates enterprise-wide AI.
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