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Last updated: 08.05.2026 20:13:46

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Data center expansion reaches an ‘inflection point’

Texas is about to unseat Virginia as the world's largest data market, according to a new report from JLL.

Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost

Companies can connect Claude Cowork to existing tools like Google Drive, Gmail and DocuSign.

Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use

Anthropic does not want its AI models to be used for autonomous weapons or to spy on Americans.

AI robots may outnumber workers in a few decades, ex-Citi executive says

"You can already buy a humanoid today, which gives you a payback period versus human workers of less than 10 weeks," a former Citi executive told CNBC.

The Peace Corps gets AI-revamp: Trump launches ‘Tech Corps’ to boost U.S. influence

As part of efforts to spread its global AI footprint and counter China, Washington has announced a new "tech corps."

Nvidia is partnering with major Indian VC firms in search for the country's next AI start-ups

Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country's AI ecosystem that has drawn massive Big Tech investments.

Amazon has lost $450 billion in value during this historic losing streak. Here's what's dragging it down

When it reported earnings, Amazon said it expects to spend $200 billion this year on AI initiatives.

Much ado about nothing? TikTok's U.S. usership steadies after turbulent start

TikTok's U.S. joint venture seems to have survived a turbulent rollout relatively unscathed, as concerns of a mass user exodus now appear overstated.

It's been a big — but rocky — week for AI models from China. Here's what's happened

New AI models launched by China's biggest players underscore how the country's companies are keeping up with the U.S.

Under the hood of the AI economy with Databricks CEO Ali Ghodsi

Of the databases on Databricks' platform, 80% are now being built by AI agents, not people. And these aren't all tech companies.

CNBC Daily Open: Takaichi's victory sends Japan's Nikkei 225 to new highs

Japan's Sanae Takaichi and her ruling Liberal Democratic Party overwhelmingly found the support of voters in a Sunday election, sweeping a supermajority.

Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable

Huang's comments come after key Nvidia customers Meta, Amazon, Google and Microsoft reported their latest earnings over the past two weeks.

We're upgrading shares of a big beneficiary of AI spending going through the roof

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

OpenAI models could help power Alexa as part of Amazon investment deal

The collaboration is being discussed as part of Amazon's ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.

Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says

Nvidia and AMD are leaders in the GPUs, which power large language models and have skyrocketed in demand with the data center buildout.

Jim Cramer: Waymo's soaring valuation adds a new layer to the Alphabet buy story

Waymo's growth is reinforcing Alphabet's tech dominance and strengthens the bull case for the stock.

Sandisk stock soars 14% after blowout earnings report shows overwhelming AI demand

The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips.

Cramer reveals plan for Starbucks stock if it dives after reporting earnings

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

Why it's the perfect time to start a position in this industrial stock