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Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Stocks took their cue from the bond market this week.
Wall Street loves these high-yielding AI bonds. What income investors should know
Investors can grab sweet yields from hyperscaler bonds. Issuance has surged as the companies look to fund their artificial intelligence buildout.
How long will software-defined cars last? The auto industry doesn't know yet
Cars that run on software offer benefits automakers and many customers say older cars cannot compete with. But some analysts worry the vehicles might not last.
I drove Tesla FSD, Rivian Autonomy+ ‘hands-free’ driving systems. Here’s how they compare
Rivian is trying to catch up to Tesla's "hands-free" capabilities, but with additional safety guardrails that the Elon Musk company doesn't have.
Drone stocks rally after Trump orders tariffs on foreign-made components
The U.S. is looking to scale defense manufacturing and chip away at China's drone dominance.
OpenAI revenue chief Denise Dresser leaving, second major executive departure in days
Denise Dresser's sudden departure could be a major blow to OpenAI as it pursues a blockbuster IPO.
Trump Media posts $238 million second-quarter loss as crypto declines
TMTG said it has signed more than 10 customer agreements for Truth API, the service offering faster access to President Donald Trump's posts.
OpenAI tightens controls on its new model over cybersecurity risks, as AI security debate intensifies
The AI lab said it could not rule out a new model had reached "Critical" capability, meaning it could launch cyberattacks against sophisticated cyber defenses.
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand
TSMC makes chips for Big Tech customers like Nvidia and Google, so the firm's financial figures are closely watched as a sign of AI semiconductor demand.
How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and Meta
The rogue AI attacks involving OpenAI, Anthropic and Meta all tied back to a small Israeli startup named Irregular.
Here’s how we played the massive rebound in AI stocks this week
AI stocks roared back to help lift two of the major averages to fresh records.
Chesky says Airbnb will spend ‘a lot more’ on AI as earnings beat and stock surges 15%
Airbnb CEO Brian Chesky wasn’t sure AI would help the company, but a year later, he says it’s the reason growth is back.
Big Tech's free cash flow — or lack thereof — only tells part of the investment story
Hyperscalers are still reporting impressive growth in operating cash flow.
SoftBank gets $8.2 billion boost from Intel as OpenAI takes a backseat
SoftBank on Thursday reported profit for its fiscal first quarter that beat market expectations.
Nintendo's fiscal first-quarter profit and revenue beat estimates, despite Switch 2 sales slump
Nintendo reported fiscal first-quarter earnings Thursday.
Marc Benioff gets a new operating chief, as Salesforce promotes Miguel Milano
Salesforce promoted revenue head and former Oracle executive Miguel Milano to role of operating chief.
Etsy laying off 12% of staff in bid to streamline business, position for growth
Etsy announced the layoffs along with second-quarter earnings.
AMD plummets 8% in premarket trading despite beating expectations
The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
Jim Cramer says one hedge fund's collapse cleared the way for tech's rally
CNBC's Jim Cramer said the collapse of AI-focused hedge fund Situational Awareness removed a major source of forced selling.
Palantir jumps 16% on 'otherworldly' commercial revenue — here's what's driving the demand
"Our customers have declined to become vassal states of the language labs," Palantir's co-founder and CEO Alex Karp said after blowout second-quarter earnings.
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