Technology

Monetizers vs manufactures: How the AI market could splinter in 2026

Monetizers vs manufactures: How the AI market could spl...

TechnoHulk Dec 25, 2025 0

AI infrastructure firms are set to win from the evolution of once asset-light Bi...

Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record

Exclusive: Nvidia buying AI chip startup Groq's assets ...

TechnoHulk Dec 25, 2025 0

Nvidia is making its largest purchase ever, acquiring assets from nine-year-old ...

Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record

Exclusive: Nvidia buying AI chip startup Groq for about...

TechnoHulk Dec 25, 2025 0

Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup...

Here's what would it take for an Amazon stock comeback in 2026

Here's what would it take for an Amazon stock comeback ...

TechnoHulk Dec 24, 2025 0

After a year defined by worries about cloud growth and tariff impact on retail, ...

The blowout AI trades that surprised Wall Street in 2025

The blowout AI trades that surprised Wall Street in 2025

TechnoHulk Dec 24, 2025 0

We lay out the AI trades that captured the market's attention, from Google's une...

These 5 infrastructure stocks have more than tripled this year on the AI trade

These 5 infrastructure stocks have more than tripled th...

TechnoHulk Dec 24, 2025 0

While Nvidia has been the biggest infrastructure winner during the AI boom, othe...

Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk

Economy grows, chip tariff delay, new S&P 500 record an...

TechnoHulk Dec 24, 2025 0

Here are five key things investors need to know to start the trading day.

Amazon faces 'leader's dilemma' — fight AI shopping bots or join them

Amazon faces 'leader's dilemma' — fight AI shopping bot...

TechnoHulk Dec 24, 2025 0

Agents like OpenAI's Instant Checkout and Perplexity's Instant Buy threaten to r...

'Witch hunt': Ex-EU commissioner Breton denounces U.S. visa ban targeting 'censorship'

'Witch hunt': Ex-EU commissioner Breton denounces U.S. ...

TechnoHulk Dec 24, 2025 0

The former EU commissioner and four anti-disinformation campaigners were the sub...

Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

Waymo will update driverless fleet after San Francisco ...

TechnoHulk Dec 24, 2025 0

Three days after blackouts in San Francisco brought down Waymo's service, the co...

Motive, an Alphabet-backed fleet management software company, files for IPO

Motive, an Alphabet-backed fleet management software co...

TechnoHulk Dec 24, 2025 0

Motive says its products, including a dashboard camera for tracking truckers, ha...

Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve

Why an analyst sees Meta shares getting back to record ...

TechnoHulk Dec 24, 2025 0

Every weekday, the Investing Club releases the Homestretch; an actionable aftern...

U.S. pushes additional tariffs on Chinese chips to June 2027

U.S. pushes additional tariffs on Chinese chips to June...

TechnoHulk Dec 23, 2025 0

As part of an investigation that kicked off a year ago, the agency found that Ch...

Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026

Why we put Alphabet back in the Bullpen — plus, Cramer'...

TechnoHulk Dec 23, 2025 0

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says

The next AI pivot will be toward efficiency and lowerin...

TechnoHulk Dec 23, 2025 0

Former Facebook privacy chief Chris Kelly said that AI companies will focus on c...

ServiceNow's deal blitz gives it an 'AI control tower,' CEO McDermott tells CNBC

ServiceNow's deal blitz gives it an 'AI control tower,'...

TechnoHulk Dec 23, 2025 0

The enterprise software company said the deal will bolster its cybersecurity cap...

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