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From puppies to superheroes, Chinese AI toys are bringing hugs — and hesitation
China's AI toy industry is growing as Beijing pushes companies and consumers to integrate the technology.
Market rotation, the Fed's Kevins, Netflix's 'Star Wars' moment and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC Daily Open: Investors sell off tech despite steady Broadcom numbers
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
Dan Ives loves these 4 European tech companies. Analysts expect those stocks to rise
The Wedbush Securities head of tech research is watching SAP, ASML, Klarna and Spotify closely
Broadcom and Costco's rich valuations leave little room for error as battleground stocks
In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
ServiceNow in talks to acquire cybersecurity startup Armis in potential $7 billion deal, Bloomberg reports
Software company ServiceNow is in advanced discussions to acquire Armis, a cybersecurity startup last valued at $6.1 billion.
Here are 4 major moments that drove the stock market last week
The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
Rivian's AI, autonomy impress Wall Street, but EV and capital concerns remain
Rivian impressed Wall Street with its plans for AI and automation, but significant challenges involving demand and capital remain for the EV maker.
Coinbase to soon unveil prediction markets powered by Kalshi, source says
A source told CNBC that Coinbase will soon unveil prediction markets, powered by Kalshi, underscoring the firm's push to fulfill its "everything exchange" vision.
Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia
Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
Jim Cramer says buy the sharp decline in Broadcom. Here's why
CNBC's Jim Cramer told investors on Friday to buy the sharp, post-earnings sell-off in Broadcom shares.
AI-led tech slide extends into third day as Oracle, Broadcom fall
AI-related names have made losses since Oracle's mixed results on Wednesday.
Broadcom earnings, Lululemon CEO steps down, 'fibermaxxing' and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Reddit challenges Australia’s under-16 social media ban in High Court filing, says law curbs political speech
Reddit filed a legal challenge seeking to either declare the law invalid, or exclude the platform from the provisions of the law
Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Investors were apparently not satisfied with Broadcom CEO Hock Tan's answer to an important question.
Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market
As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
CNBC Daily Open: U.S. stocks hit records despite AI-led tech slide
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut.
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
Trump signs executive order for single national AI regulation standard, limiting power of states
President Trump's executive order, which limits the power of states in regulating AI, is a win for big tech companies that have lobbied for a federal standard.
Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
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