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Last updated: 22.08.2026 17:10:31

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Cisco shares slide 8% despite earnings beat and stronger-than-expected guidance

Cisco is showing booming demand for AI infrastructure, but its results weren't good enough to satisfy investors.

Workday shares post best day in 10 years on Silver Lake takeover report

Workday investors have been on edge over the prospect of AI disrupting its business model

Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say

Anthropic CFO Krishna Rao is leading early investor meetings, which have focused on big-picture themes like its Claude AI models, management and more.

Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy

Jim Cramer's favorite stocks right now include a trio of chipmakers and a transportation giant.

Databricks wraps $5 billion funding round at $190 billion valuation

Databricks is benefitting off of the agentic AI wave.

3 of our stocks surged in the AI trade came back. 3 others stumbled

Ahead of the CNBC Investing Club's August Monthly Meeting, here's a look at what moved our three top and bottom performers since our last meeting.

Easing inflation pressures, Cerebras earnings, falling Hormuz traffic and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea

SK Hynix, the leading maker of high-bandwidth memory, is pouring $720 billion into memory factories to meet AI demand. We got an exclusive first look.

South Korea’s Kospi has staged a stunning comeback. How long will the bull market last?

South Korea's Kospi has staged a reversal from its latest rout, returning to bull-market territory as investors piled back into the semiconductor giants that dominate the index.

South Korea's Kospi swings from bear to bull-market territory in just over a month on AI trade

South Korean stocks rallied on Thursday, pushing the benchmark Kospi into a technical bull market.

Cerebras stock plunges 14% after second earnings report following IPO

Cerebras Systems reported better-than-expected second-quarter revenue and raised its full-year guidance.

Cisco's stock drops despite earnings, revenue beat

Even though Cisco's quarterly results topped estimates, they weren't good enough to satisfy Wall Street.

Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.

Google’s new Pixel 11 puts Gemini at center of AI phone battle with Apple

Google is launching the Pixel 11 lineup weeks before Apple rolls out a rebuilt Siri powered by Gemini AI models.

We're encouraged by Wednesday's benign inflation data and strong neocloud earnings

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

AI’s costly build-out complicates the Fed’s inflation fight

Tech leaders say AI will drive down costs. But slow corporate adoption and the data center build-out create inflation pressures that complicate the Fed’s job.

Meta and Nvidia plant 'very firm flag' in open-weight AI race led by Chinese Labs

With China way ahead in the market for open-weight models, Meta and Nvidia are both doing what they can to put the U.S. on the map.

CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening

AI cloud giant CoreWeave jumped in premarket trading after reporting that its second-quarter revenue doubled on surging AI demand from hyperscalers.

Chinese tech giant Tencent sees spending surge, defends potential 'superior' AI returns

Tencent stock was down 26% so far in 2026 as the company faces intense competition in China in AI and investors grow jittery about its rising spending.

Inflation data, CoreWeave's revenue surge, election betting and more in Morning Squawk