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Tag Archives: CNBC
Alphabet resets the bar for AI infrastructure spending
The search giant’s proposed capex spend for 2026 exceeds that of its hyperscalers peers.
Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic’s latest unveiling.
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, thanks to its position in artificial intelligence.
Jim Cramer says the tech sell-off proves why this old investing rule still matters
Tech is not the only investable part of the market, CNBC’s Jim Cramer stressed Wednesday.
Broadcom, Nvidia shares rise on surging Google capital expenditures for AI
Much of Google’s AI software doesn’t run on industry-standard Nvidia chips, but instead on its own tensor processing units. Broadcom helps Google make its TPUs.
Snap shares rise on fourth-quarter earnings that beat on sales
Snap released on Wednesday its fourth-quarter earnings that beat on sales but missed on revenue guidance.
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 market,” Qualcomm CEO Cristiano Amon said in an interview.
Amazon CEO Andy Jassy picks marketplace exec to be his new ‘shadow’ advisor
Jassy was Jeff Bezos’ shadow in the early 2000s before going on to lead Amazon Web Services.
OpenAI models could help power Alexa as part of Amazon investment deal
The collaboration is being discussed as part of Amazon’s ongoing talks to invest up to $50 billion in OpenAI, according to a source familiar.
Jim Cramer says the software sell-off creates opportunities in stocks outside of tech
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.