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Europe at 'fork in the road' between AI competition and climate: fund managers
As power-hungry infrastructure scales and demand for electricity surges, friction between competition and climate goals becomes harder to ignore.
One year on from the UK's grand AI plan: has its infrastructure buildout been a success?
Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.
New NASA boss Isaacman says U.S. will return to the moon within Trump's term
New NASA administrator Jared Isaacman said that the U.S.'s return to the moon is key to unlocking the "orbital economy."
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out
Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
Google is rolling out a new feature allowing users to change their Gmail address
Google says it is rolling out a feature that lets users change their Gmail addresses in a long-requested update to their email policy.
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Wall Street wrote off Palantir as too expensive. Retail investors can't get enough
The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.
Monetizers vs manufactures: How the AI market could splinter in 2026
AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.
Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
These 5 infrastructure stocks have more than tripled this year on the AI trade
While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
Here's what would it take for an Amazon stock comeback in 2026
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into the new year poised for gains.
The blowout AI trades that surprised Wall Street in 2025
We lay out the AI trades that captured the market's attention, from Google's unexpected growth to the boom in rocket companies and self-driving cars.
Amazon faces 'leader's dilemma' — fight AI shopping bots or join them
Agents like OpenAI's Instant Checkout and Perplexity's Instant Buy threaten to reshape the e-commerce landscape.
'Witch hunt': Ex-EU commissioner Breton denounces U.S. visa ban targeting 'censorship'
The former EU commissioner and four anti-disinformation campaigners were the subject of U.S. travel sanctions.
Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages
Three days after blackouts in San Francisco brought down Waymo's service, the company said it's implementing changes for when "infrastructure fails."
Motive, an Alphabet-backed fleet management software company, files for IPO
Motive says its products, including a dashboard camera for tracking truckers, have saved over 1,000 lives.
Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
U.S. pushes additional tariffs on Chinese chips to June 2027
As part of an investigation that kicked off a year ago, the agency found that China is engaging in unfair trade practices in the industry.
The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says
Former Facebook privacy chief Chris Kelly said that AI companies will focus on creating efficiencies for training models.
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