Morgan Stanley runs to Broadcom's defense as investors worry about competition
Fears of the the chipmaker losing market share are overblown, analysts say.
New York Is First State to Press Pause on AI Data Center Construction
Gov. Kathy Hochul signs an executive order to pause new construction, but it won't affect data centers that have already broken ground.
New York becomes first U.S. state to impose AI data center ban
New York became the first U.S. state to ban the construction of new large-scale AI data centers after Governor Kathy Hochul signed an executive order Tuesday.
Cybersecurity stocks rally on AI spending change comments from IBM's Krishna
IBM CEO Arvind Krishna told CNBC's Sara Eisen that some major deals were put on hold toward the end of the quarter as businesses rethink spending.
Earnings Face a High Bar, but BofA Says the Party Will Keep Going for Markets
Bank of America doesn't see any signs that earnings strength will wane this season, even after blowout Q1 results helped boost stocks last quarter.
The OLED Xbox Ally X20 is so good, Asus will sell it solo
Asus’ new Xbox Ally X20 has an OLED screen among other improvements, and the company will now sell it without requiring you to buy a pricey bundle.
China Wants to Regulate AI Companions
With the latest rules, Beijing hopes to rein in a booming industry.
LA and Other Cities Are Distancing Themselves From Flock Safety
Los Angeles is letting its contract with the controversial security company expire after a three-year partnership.
The AI boom just found two new winners: Goldman Sachs and JPMorgan Chase
Goldman Sachs and JPMorgan showed that Wall Street is a major beneficiary of the AI boom, with record revenue driven by surging trading and investment banking.
Pixel 11 and Pixel Watch 5 Leaks Show New Colors and Prices
The rumors keep coming for Google's latest flagships.
Cybersecurity stocks surge thanks to IBM, and Nvidia climbs on more good China news
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Nomad’s high-end phone accessories are up to 30 percent off
In addition to Nomad’s anniversary sale, we found discounts on the Galaxy Buds 3 FE, the Nothing Phone (3), and the Ninja Creami deluxe for Costco members.
U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China
The remark is a sign that H200 shipments to China have restarted, potentially boosting Nvidia's sales even higher.
'Shock Risk' for Stocks Emerging As Another Dot-Com Warning Flashes: BofA
BofA analysts pointed to the divergence between single-stock and market wide-volatility, with the measure on the brink of surpassing dot-com extremes.
Chamath Palihapitiya says CFOs could be in for a tokenmaxxing shock during company earnings
AI spending ballooned as companies pushed workers to use more tokens. Chamath Palihapitiya says CFOs may soon feel the hangover.
Jim Cramer says don't bite on Apple sell call; buy his new chip favorite
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Ukraine is showing the West that wars may turn on who can innovate, adapt, and act the fastest, not who has the best weapons
The vice chief of Germany's army said Ukraine's fight shows
Chamath Palihapitiya says soaring AI token spend will hit companies' earnings
Palihapitiya is part of a growing chorus of investors and tech executives who are cautioning that the tokenmaxxing era is coming to an end.
Sam Altman didn’t need another lawsuit
On Friday, OpenAI was hit with a high-profile lawsuit from Apple, over allegedly stealing trade secrets. OpenAI’s expensive hardware bet is what’s on the li...
Pixel Watch 5 leak shows off four different finishes
Leaked images obtained by The Tide Chart show what appears to be the Pixel Watch 5 with four finishes: black, silver, yellow gold, and a darker gold.