Posts

Shares of Arm plunge 8% after licensing revenue misses ...

Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket tradi...

CNBC Daily Open: Alphabet capex plans spook investors, ...

Alphabet expects capital expenditure for 2026 to come in between $175 billion an...

Alphabet resets the bar for AI infrastructure spending

The search giant's proposed capex spend for 2026 exceeds that of its hyperscaler...

Software experiencing 'most exciting moment' as AI fear...

Shares of software companies have been getting beaten up, and the selloff accele...

Ciena returns to S&P 500 after getting booted 17 years ago

Ciena is predicting the fastest growth since 2011 in the current fiscal year, th...

Jim Cramer says the tech sell-off proves why this old i...

Tech is not the only investable part of the market, CNBC's Jim Cramer stressed W...

Broadcom, Nvidia shares rise on surging Google capital ...

Much of Google's AI software doesn't run on industry-standard Nvidia chips, but ...

Google parent beats on revenue, projects significant AI...

Wall Street will be looking for more details Google's deal to revamp Apple's Sir...

Snap shares rise on fourth-quarter earnings that beat o...

Snap released on Wednesday its fourth-quarter earnings that beat on sales but mi...

Google beats on revenue, projects significant AI spendi...

Wall Street will be looking for more details Google's deal to revamp Apple's Sir...

Qualcomm stock sinks as memory shortage drags on forecast

"We're starting to see that memory is going to define the size of the mobile mar...

AMD falls 17%, posts worst day since 2017 as Lisa Su ad...

The CEO said that the data center business has risen from the fourth to first qu...

Amazon CEO Andy Jassy picks marketplace exec to be his ...

Jassy was Jeff Bezos' shadow in the early 2000s before going on to lead Amazon W...

OpenAI models could help power Alexa as part of Amazon ...

The collaboration is being discussed as part of Amazon's ongoing talks to invest...

AMD stock sinks 17% after earnings. Here's why

The chipmaker's stock has surged over the past year amid the AI boom.

Anthropic takes aim at OpenAI’s ad push in Super Bowl c...

Anthropic said the personal nature of users' conversations with Claude would mak...