Latest news
Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing'
Nvidia is gearing up to sell its H200 processors to customers in China after a lengthy delay due to restrictions from both the U.S. and Chinese government.
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT'
Nvidia CEO Jensen Huang pointed to a fast-rising project called OpenClaw as a major step forward in how people interact with AI.
Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
Tesla is expanding ties with LG Energy Solution to include a $4.3 billion deal for U.S.-produced cells for energy storage systems from Michigan.
Elon Musk and SEC in talks to settle lawsuit over Twitter deal
The SEC accused Elon Musk of failing to promptly disclose that he amassed an active stake in Twitter in 2022.
OpenAI preps for IPO by end of year, tells employees ChatGPT must be 'productivity tool'
OpenAI has hired the former DocuSign CFO Cynthia Gaylor to run investor relations as the company gears up for a potential IPO.
Orlando Bravo says some software names hit by AI deserve a valuation cut
The Thoma Bravo co-founder said that some of the software stocks getting hit by the AI wave deserve a lower valuation.
Microsoft shakes up Copilot AI leadership team, freeing up Suleyman to build new models
Microsoft is doubling down on its superintelligence group to build models, while consolidating engineering efforts for its Copilot assistants.
Gecko Robotics brings its AI to U.S. Navy ship repair in latest next-gen defense tech deal
CEO Jake Loosararian said Gecko is supporting the Navy's push to have 80% fleet readiness by 2027.
Tim Cook squashes retirement rumors, says he 'can't imagine life without Apple'
Apple CEO Tim Cook's 'Good Morning America' comments follow a recent executive shake-up and renewed questions about the company's strategy for AI.
Mastercard says it's acquiring stablecoin startup BVNK in $1.8 billion bet on future of payments
Stablecoin startups have been a hot commodity since the reelection of President Donald Trump in late 2024 ushered in a new era of crypto-friendly regulation.
Nvidia's $1T projection, Trump's Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans
Alibaba unveiled a new enterprise artificial intelligence tool on Tuesday amid a series of other developments in the company's AI space.
Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S.
Amazon is speeding up deliveries even further after investing significant money and resources to make same-day shipping the standard.
Oil relief sparks a stock rally, but Cramer says Nvidia’s AI boom is the real story
A decline in oil on Monday triggered stock buying, particularly in AI stocks like Nvidia, which wowed investors at its developers conference.
Nvidia adds Hyundai, BYD and other automakers to self-driving tech business
AVs are important to Nvidia as self-driving cars remain one of the primary areas where the company can show growth outside of artificial intelligence.
Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27
At Nvidia's annual developer conference, CEO Jensen Huang said the company is seeing booming demand for its latest technology.
Nvidia announces Vera Rubin Space-1 chip system for orbital AI data centers
Nvidia CEO Jensen Huang said space computing "has arrived" at the GTC 2026 conference.
Watch live: Nvidia CEO Jensen Huang gives GTC 2026 keynote
Nvidia CEO Jensen Huang is set to give the keynote at GTC 2026, the company's artificial intelligence conference.
Apple acquires video editing company MotionVFX to boost subscribers
Apple is buying MotionVFX in part to help the iPhone maker attract more subscribers to its creator tools.
Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming
Gurley's VC firm Benchmark was an early Uber investor, and he helped oust then-CEO Travis Kalanick in 2017.
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