'Absolutely crazy': Here's what South Korean stock investors are doing in U.S. markets
South Korean stock investors have made 'absolutely crazy' bets as they flee their home market, while global investors pile in.
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Business news related to the technology industry, including Apple, Amazon, Microsoft, Google, and Facebook, plus consumer electronics, start-ups, cryptocurrency, media, advertising, streaming, venture capital, antitrust and regulation.
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Anthropic tells investors annualized revenue run rate climbed to $65 billion in July
Anthropic's revenue run rate is up about sevenfold from a year earlier.
Jim Cramer says it’s not too late to own any one of these 4 soaring memory stocks
CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as demand and greater supply discipline support stronger profits.
Nvidia backing $105 billion in financing for OpenAI data center in Ohio
Technology giants are shelling out billions to scale capacity to meet massive data center demand.
Nvidia's stock has started to come alive. Here's 3 reasons why it can continue
The leading AI chipmaker has rebounded since late July.
I drove Tesla FSD, Rivian Autonomy+ ‘hands-free’ driving systems. Here’s how they compare
Rivian is trying to catch up to Tesla's "hands-free" capabilities, but with additional safety guardrails that the Elon Musk company doesn't have.
OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive
Brockman told CNBC he doesn't think the wave of recent departures at OpenAI are 'actually that atypical.'
Meta faces ‘astronomical’ consequences as legal fight reaches critical moment in California
Meta faces a federal trial over child safety claims that could bring major financial penalties and changes to Facebook and Instagram.
Berkshire's Alphabet stake, Meta goes back to court, Europe's champagne problems and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Alibaba answers Meta’s AI challenge with new laptop-ready model
Alibaba launched a laptop-ready AI model and released the weights of its most powerful Qwen model, escalating its rivalry with Meta in open-weight AI.
Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter
The jump in revenue underscores the rapid growth of the Claude chatbot maker as it prepares for a potential blockbuster initial public offering.
Inflation moderated as Intel and Nvidia fueled the AI trade in last week's market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on Wall Street last week.
How long will software-defined cars last? The auto industry doesn't know yet
Cars that run on software offer benefits automakers and many customers say older cars cannot compete with. But some analysts worry the vehicles might not last.
OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
OpenAI CFO Sarah Friar met with investors following a week of turmoil in the C-suite that included the sudden departure of revenue chief Denise Dresser.
Nvidia discloses $21 billion stake in SpaceX at end of second quarter
Nvidia's stake in SpaceX, which came through an investment in xAI, was worth about $21 billion at the end of the second quarter.
Drone stocks rally after Trump orders tariffs on foreign-made components
The U.S. is looking to scale defense manufacturing and chip away at China's drone dominance.
OpenAI talent exodus raises 'huge red flag' ahead of IPO
OpenAI's C-suite turnover gives investors another reason for concern as the company pushes toward a mammoth IPO.
Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Data centers in space could be a new frontier for insurers — if they can price the risk
The push to build data centers has moved to lower Earth orbit, and insurers could be facing a new market with plenty of complexity.
Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk
An investor who's witnessed every major technology for the last four decades joins CNBC's The Tech Download podcast.
Nintendo shares pop 7% after 'Pokémon Pokopia' sales top 5 million
Nintendo has been grappling with rising memory prices which forced the company to raise prices of its Switch 2 console which went on sale just over a year ago.
China built robots that can do backflips – but can they make money?
Unitree’s IPO will gauge investors’ appetite for a technology that has yet to prove its commercial viability amid intensifying geopolitical tensions.
Uber partners with China's Pony.ai for 2,000 robotaxis in Europe
The rollout comes as robotaxi fleet sizes become increasingly critical for commercialization.
From Apple to Ford: How Chinese tech is becoming harder for global companies to ignore
Global companies are increasingly tapping Chinese technology for its growing capabilities and scale, even as geopolitical risks remain.
Reddit stock jumps on inclusion in S&P 500
Reddit shares jumped on the company's inclusion in the S&P 500.
Cramer says investors shouldn't let past market crashes scare them out of today’s winners
CNBC's Jim Cramer warned investors against relying too heavily on historical comparisons, arguing that doing so can cause them to miss what has fundamentally changed.
Apple's Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant
As Tim Cook gets set to step down as Apple CEO, he's offering a glimpse into what he may be doing as chairman.
Cisco shares slide 8% despite earnings beat and stronger-than-expected guidance
Cisco is showing booming demand for AI infrastructure, but its results weren't good enough to satisfy investors.
Workday shares post best day in 10 years on Silver Lake takeover report
Workday investors have been on edge over the prospect of AI disrupting its business model
Here's a rapid-fire update on our 32-stock portfolio, including Cramer's 5 favorites to buy
Jim Cramer's favorite stocks right now include a trio of chipmakers and a transportation giant.