Technology
Is it time to buy tech, again? A flurry of good news from Broadcom may hold the answer
Has tech bottomed? That’s the question investors have been asking since the relief rally on the final trading day of March, which marked the end of the first quarter. Before Tuesday’s decline, driven by concern about President Donald Trump ‘s Iran deadline, the tech-heavy Nasdaq closed higher in each of the past four sessions. It […]
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Anthropic limits Mythos AI rollout over fears hackers could use model for cyberattacks
Anthropic CEO and co-founder Dario Amodei speaks during the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 20, 2026. Denis Balibouse | Reuters Anthropic on Tuesday announced an advanced artificial intelligence model that will roll out to a select group of companies as part of a new cybersecurity initiative called Project Glasswing. The […]
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AWS teams working around the clock to keep Middle East services up after drone strikes, CEO says
The Iran war poses ongoing challenges for cloud provider Amazon Web Services, its chief, Matt Garman, said on Tuesday. The Amazon division said in early March that drone strikes had damaged its data centers in Bahrain and the United Arab Emirates. “It’s a really difficult situation, and we’re working incredibly hard,” Garman told CNBC’s Kate […]
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Trump Accounts put Robinhood in front of the next generation of investors, says CEO Vlad Tenev
Robinhood’s new partnership with the U.S. Treasury Department on children’s so-called Trump Accounts is going to drive exposure to the company among emerging investors, benefiting its future growth, according to Vlad Tenev. On Monday, the Treasury said it has selected Robinhood alongside BNY Mellon to help power Trump accounts – tax-deferred, custodial-style investment accounts for […]
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Trump’s Iran deadline, the Altman-Musk feud, Novo’s Wegovy pill and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and congratulations to everyone who had the Michigan Wolverines winning their March Madness bracket. Stock futures are lower this morning after all three major averages closed Monday’s session higher. Here are five key things investors need to know to start […]
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ASML shares fall after proposed U.S. export curbs target an already fragile China market
onathan Raa | Nurphoto | Getty Images ASML shares fell on Tuesday after U.S. lawmakers last week proposed further measures that would restrict China from additional chipmaking tools and potentially impact the Dutch chip giant’s already fragile sales to the country. Shares of ASML in the Netherlands were down around 2.6% at around 6:11 a.m. […]
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Broadcom agrees to expanded chip deals with Google, Anthropic
Broadcom CEO Hock Tan speaks at the digital X event in Cologne, Germany, on September 13, 2022. Ying Tang | Nurphoto | Getty Images Broadcom said Monday that it’s agreed to produce future versions of artificial intelligence chips for Google, and signed an expanded deal with Anthropic that will give the AI startup access to […]
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OpenAI asks California, Delaware to investigate Musk’s ‘anti-competitive behavior’ ahead of April trial
Sam Altman, CEO of OpenAI (L) and Elon Musk, CEO of Tesla. Reuters OpenAI on Monday sent a letter to the California and Delaware attorneys general, urging them to investigate “improper and anti-competitive behavior” by Elon Musk and his associates, as a high-profile trial nears between the two sides. In the letter, OpenAI strategy chief […]
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Microsoft is the worst performing Mag 7 stock this year. Goldman believes that’s about to change
Microsoft could gain ground as artificial intelligence seems poised to boost, rather than batter, shares of the “Magnificent Seven” stock, according to Goldman Sachs. The investment bank has a buy rating on Microsoft, with a $600 price target on shares, implying nearly 61% upside from Thursday’s close. “We believe the pace of deceleration in [Microsoft […]
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Hope for a U.S.-Iran deal, Apple’s anniversary, OpenAI’s podcast deal and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. My alma mater is in tonight’s March Madness championship game. While I’m not a big sports person, I have too many friends whose brackets depend on this game to not mention the Wolverines. S&P 500 futures are higher this morning […]
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