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Are we in an AI bubble? Here’s what analysts and experts are saying
Nicoletaionescu | Istock | Getty Images It is tech’s biggest question, and there is a wide range of takes on every side. With artificial intelligence-driven spending leading to record deals and valuations, seemingly everyone is weighing in on the AI boom — and potential bust. Economic bubbles happen with a rapid rise in market values […]
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Microsoft CEO Satya Nadella’s annual pay jumps to $96.5 million
Satya Nadella, CEO of Microsoft, speaking on CNBC’s “Squawk Box” outside the World Economic Forum in Davos, Switzerland, on Jan. 22, 2025. Gerry Miller | CNBC Microsoft CEO Satya Nadella is getting a big bump in his compensation, as the company’s stock price has continued to rally, propelled by the boom in artificial intelligence. Nadella’s […]
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AWS recovers, Apple rallies, General Motors beats and more in Morning Squawk
Attendees walk through an exposition hall at AWS re:Invent, a conference hosted by Amazon Web Services, in Las Vegas on Dec. 3, 2024. Noah Berger | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: […]
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AI set to be a boon for emerging markets — but some investors aren’t convinced
Artificial intelligence is expected to democratize access to technology, making it a boon for would-be founders in emerging markets — but some investors disagree. “AI will change everything for emerging markets,” said Anton Osika, CEO and co-founder of Swedish startup Lovable, which allows others to create apps and websites via prompting, removing the need for […]
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Apple closes at record after strong iPhone 17 sales report for U.S., China
A next generation iPhone 17 is held during an Apple special event at Apple headquarters on Sept. 9, 2025 in Cupertino, California. Justin Sullivan | Getty Images Apple shares rose nearly 4% on Monday to a record close of $262.24 as a new report showed iPhone 17 sales off to a strong start in the […]
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OpenAI investor Reid Hoffman spars with AI czar Sacks, calls Anthropic ‘one of the good guys’
Reid Hoffman, Partner at Greylock and co-founder LinkedIn, speaks during the WSJ Tech Live conference hosted by the Wall Street Journal at the Montage Laguna Beach in Laguna Beach, California, on October 21, 2024. Frederic J. Brown | Afp | Getty Images Two of the main members of the PayPal mafia are sparring again — […]
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Jim Cramer: If this happens, Amazon stock might be able to end its ‘horrible slide’
Amazon has been terrible, the worst of the Magnificent Seven stocks this year. Source
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Amazon Web Services outage hits airline websites, disrupting check-in
An inside view of Newark Airport as travelers are facing eight straight days of massive delays, United Airlines canceling routes and staffing shortages in Newark, New Jersey, United States, on May 06, 2025. Mostafa Bassim | Anadolu | Getty Images Airline websites, including Delta Air Lines and United Airlines, were disrupted during Monday’s disruption of […]
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As Anthropic tries to keep pace with OpenAI, it’s also taking on the U.S. government
Dario Amodei, co-founder and chief executive officer of Anthropic, at the World Economic Forum in 2025. Stefan Wermuth | Bloomberg | Getty Images Artificial intelligence startup Anthropic is doing all it can to keep pace with larger rival OpenAI, which is spending money at a historic pace with backing from Microsoft and Nvidia. Of late, […]
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$500 purple cables put this little-known company in the middle of the AI boom
A demo setup of racks of AI servers connected with Credo cables, displayed at the Open Compute Summit in San Jose, California. Credo In July, Elon Musk posted photos from inside an xAI data center called Colossus 2, which the artificial intelligence startup aims to turn into a massive supercomputing facility in Memphis, Tennessee. Musk’s […]
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