An uncertain macro environment puts these technology companies at risk, Morgan Stanley says.
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Morgan Stanley downgrades HP, Dell as uncertainty looms for PC industry
Technology
Jim Cramer: Amazon spending looks painful but it’s not a reason to sell the stock
Jim Cramer is urging Amazon investors to remain patient and trust the cloud and e-commerce company’s massive spending strategy despite the evident risks it poses to profits. “I have total faith,” Jim said on Friday’s “Squawk on the Street.” “[Amazon CEO Andy Jassy] knows how to do this. So, I believe, and I’m not bolting.” […]
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Technology
OpenAI executives were on a tear this week trying to quell critics
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Ahead of the Super Bowl on Sunday, OpenAI has been busy playing defense. CEO Sam Altman and a wave of senior […]
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Technology
Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
The tech industry’s surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC’s “Halftime Report.” “The reason for that is because all of these companies’ cash flows are going to start rising,” Huang said. Nvidia shares were up 7% during trading Friday. Huang’s comments come after […]
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