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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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Travel demand shows no signs of slowing. 3 stocks on Josh Brown’s list to ride the wave
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — The last time we wrote to you about the travel sector broadly, the big picture idea was that these were among the strongest names in the consumer discretionary part of the […]
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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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JPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets
Jamie Dimon, Chairman and CEO, JPMorganChase, speaks during the Reagan National Defense Forum at the Ronald Reagan Presidential Library in Simi Valley, California, U.S. December 6, 2025. Jonathan Alcorn | Reuters JPMorgan Chase CEO Jamie Dimon is calling for a broad recommitment to American ideals as his bank navigates geopolitical uncertainty, a teetering economy and […]
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AI data center boom ‘stress tests’ insurers as private capital floods in
AI data centers are becoming a “stress test” for insurers as rapid technological advancements and the use of increasingly complex financial structures present a unique set of challenges and opportunities for the sector. Global spending on data centers could reach $7 trillion by 2030, according to McKinsey, and much of that spending can no longer […]
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CNBC Daily Open: Trump posts expletive-filled Iran threats on Easter Sunday
U.S. President Donald Trump arrives to speak in the Cross Hall of the White House on April 1, 2026 in Washington, DC. Alex Brandon-Pool | Getty Images News Hello, this is Dylan Butts writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. We’re now entering the sixth week of the Iran […]
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Top Wall Street analysts see strong growth potential in these 3 stocks
Tensions in the Middle East due to the U.S.-Iran war and elevated oil prices continued to impact the stock market this week. Investors with a long-term investment horizon should look beyond near-term challenges and capitalize on the ongoing volatility to pick stocks trading at attractive valuations. Tracking top Wall Street analysts can help investors gain […]
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Buffett may end donations to Gates charity over Bill’s ties to Epstein
BECKY QUICK: Warren, welcome. It is wonderful to see you this morning. WARREN BUFFETT: It is fun to be on. QUICK: You are on for an interesting reason. For 22 years, you had been holding an annual luncheon — an auction for a luncheon — to benefit the Glide Foundation in San Francisco. You retired from that […]
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Apple at 50: The iPhone maker ‘blew a 5-year lead’ on AI, but former insiders say it can still win
CUPERTINO, Calif. — Nasdaq brought its market open festivities to Apple’s sprawling Silicon Valley headquarters on Tuesday, the eve of the company’s 50th birthday. From a desk inside Apple Park, the ring-shaped campus that Steve Jobs spent his last years helping design, Tim Cook rang the opening bell and, in the process, ushered in the […]
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