Apple Inc
Memory chip makers are looking at a ‘supercycle’ and ‘windfall gains.’ The stocks jumped 30% in one week
Memory chip makers have been riding a wave of surging demand that’s boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a correction, analysts are increasingly talking about this demand as evidence of a “supercycle” in the sector. They think it could last for years, […]
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Revival of Blackberry nostalgia and keyboard fuels smartphone startups
The Clicks Communicater smartphone on display. Startup Clicks Technology makes a Blackberry phone. Clicks When Apple launched the iPhone in 2007, physical keyboards quickly lost ground to touchscreens and faded from mainstream smartphones. Now, a new wave of startups, including U.K.-based Clicks Technology and Chinese firm Unihertz, is bringing them back and carving out a […]
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Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for the iPhone maker’s devices, marking a major shift in the chipmaking landscape. Talks between the two companies have been brewing for more than a year, with a preliminary agreement reached in recent months, the Wall […]
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Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia. While the chipmaker — and the world’s most valuable company — continues to prosper and is expected to […]
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Anthropic’s Mythos set off a cybersecurity ‘hysteria.’ Experts say the threat was already here
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Global banks, tech giants and governments were sent scrambling last month to contain the risks posed by Mythos, the Anthropic model said to be so […]
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The Tech Download: Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier this year, agentic AI tool OpenClaw went viral and everyone and their grandmas were queuing up to get the digital assistant downloaded on their devices. Nvidia’s Jensen Huang was effusive with praise, calling the tool the “next […]
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CNBC Daily Open: Leadership challenge swirls around Starmer
U.K. Prime Minister Keir Starmer leaves Downing Street on February 02, 2026 in London, United Kingdom. Alishia Abodunde | Getty Images News | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. It’s a tough time to go to the polls. That’s what U.K. […]
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Family office deal-making rebounds in April with healthcare bets
Laurene Powell Jobs, founder and president, Emerson Collective, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | Afp | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide […]
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CNBC Daily Open: Iran reviews ‘one-page peace plan’
This photo taken on April 20, 2026 shows a national flag of Iran hanging on a building damaged by the U.S.-Israeli attacks in Tehran, Iran. Shadati | Xinhua News Agency | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. A one-page document has […]
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Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows
Elon Musk arrives at the federal courthouse during proceedings in the trial over his lawsuit against OpenAI in Oakland, California, on April 30, 2026. Josh Edelson | Afp | Getty Images Elon Musk’s plans for a huge chip manufacturing plant in East Texas will cost at least $55 billion for the first phase, and up […]
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