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Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI
AWS data center outage hits trading on FanDuel, Coinbase — recovery to take hours
The cloud platform says it is currently working to resolve the outage, caused by overheating at a data center in Northern Virginia.
Jim Cramer says this struggling stock could remain under pressure in AI-driven market
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Anthropic's Mythos set off a cybersecurity 'hysteria.' Experts say the threat was already here
The arrival of Anthropic's Mythos jolted banks, software giants and governments into reckoning with a new era of cyber attacks. But the threat is already here.
Jobs report, hostilities in the Strait of Hormuz, used car prices and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
A cloud computing stock is soaring more than 22%. Here’s what’s driving the rally
Cybersecurity and cloud computing firm Akamai reported first-quarter earnings on Thursday and saw its cloud infrastructure business grow 40% year-on-year.
The Tech Download: Meta, Google enter AI agent race as ‘agentic wars’ heat up
The viral personal assistant OpenClaw has triggered a rush among Big Tech to build agentic tools.
Sony targets double-digit profit growth despite slowdown in PlayStation 5 sales amid memory price crunch
While hardware sales took a hit in Sony's fourth-quarter, strong revenue from its image sensing and music businesses offset the dip.
Tech stocks could offer their best value in years, analysts say, after stellar earnings season
A succession of strong earnings seasons since then has allowed tech stocks to "grow into" their stock prices.
Nintendo hikes Switch 2 prices and expects console sales to decline as memory crunch bites
Nintendo said the price of the Switch 2 in the U.S. will rise from $449.99 to $499.99. In Japan, Nintendo will hike the price from 49,980 yen to 59,980 yen.
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast
CoreWeave has been raising debt to finance its data center buildout, and S&P has boosted the company's credit rating.
Coinbase posts steep first-quarter loss after slide in crypto prices; shares fall 4%
Crypto trading platform Coinbase reported a surprise first-quarter loss and weaker-than-estimated revenue after the market close Thursday.
IREN inks AI infrastructure deal with Nvidia
Data center operator IREN announced a partnership with semiconductor giant Nvidia.
Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact
The investment story for Corning looks even sweeter in the wake of Jim Cramer's sit-down with CEO Wendell Weeks.
Jim Cramer says the AI boom has 'the power to keep the country's economy humming'
CNBC's Jim Cramer said he's confident in the power of the artificial intelligence boom to keep driving stocks higher, despite short pullbacks.
Nvidia CEO says AI partnership with Corning will 'revitalize American manufacturing'
Nvidia CEO Jensen Huang highlighted his company's partnership with Corning as an opportunity to reinvest in American manufacturing.
Cloudflare stock sinks 18% after earnings as company cuts 1,100 employees due to AI changes
The cloud provider announced it is laying off 20% of its workforce as agentic artificial intelligence "fundamentally changes" the company's work.
Datadog stock soars 31% on blockbuster earnings as AI winners emerge in software
Datadog's results fueled shares of other cloud infrastructure names like Snowflake and MongoDB.
OpenAI rolls out new model for cybersecurity teams a month after Anthropic's Mythos debut
OpenAI said GPT-5.5-Cyber, a variation of its latest AI model, is rolling out in a limited preview capacity to vetted cybersecurity teams.
Airbnb tops revenue estimates, but Middle East cancellations rise due to Iran war
Airbnb reported mixed first-quarter results after the bell on Thursday and warned of regional weakness due to the war in Iran.
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