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American AI coding agents are impressive. But so are China’s
Information on Zhipu’s AI service on the web, dubbed Z.ai, arranged on a computer in Shanghai, Jan. 7, 2026. Raul Ariano | Bloomberg | Getty Images There’s a new Chinese model gaining buzz among developers: Zhipu AI’s GLM 4.7. That in itself is not new, but what did catch our attention was where it’s becoming […]
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Stocks making the biggest moves midday: GameStop, Booz Allen, CVR Energy, CoreWeave & more
Check out some of the companies making the biggest midday moves: Booz Allen Hamilton — The consulting firm shed more than 5% after the Treasury Department said it canceled all contracts with the company , whose employees leaked the tax records of President Donald Trump, and the billionaires Jeff Bezos and Elon Musk, to media […]
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Microsoft reveals second generation of its AI chip in effort to bolster cloud business
Scott Guthrie, executive vice president of cloud and enterprise at Microsoft, speaks at the Microsoft Build developer conference in Seattle on May 7, 2018. The Build conference, marking its second consecutive year in Seattle, is expected to put emphasis on the company’s cloud technologies and the artificial intelligence features within those services. Grant Hindsley | […]
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These are the European startups Nvidia backed in 2025, as it ramped up investing in the continent’s AI companies
Arthur Mensch of Mistral AI, Jensen Huang CEO of Nvidia, on stage at Vivatechnology, in Paris, France on June 11, 2025. (Photo by AUGUSTIN PASQUINI/Hans Lucas/AFP via Getty Images) Augustin Pasquini | Afp | Getty Images Nvidia has become something of an AI kingmaker as hyperscalers rush to build out AI capacity. It’s also got […]
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CoreWeave stock jumps 9% as Nvidia invests $2 billion to expand AI data center capacity
Michael Intrator, CEO of Coreweave, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Shares of CoreWeave popped 9% in premarket trading on Monday after Nvidia announced it has invested $2 billion in the artificial intelligence infrastructure provider. Nvidia purchased CoreWeave Class A […]
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Minnesota shooting, Big Tech earnings, the winter storm and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. My gym in New York City unexpectedly closed early for the winter storm yesterday, but I was able to get in a makeshift workout pushing a taxi out of a snowbank. Stock futures are little changed this morning. The market […]
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Stocks making the biggest moves premarket: USA Rare Earth, Allied Gold, CoreWeave, Enphase & more
Check out the companies making the biggest moves before the bell: USA Rare Earth — Shares rose more than 21% after the Trump administration took a stake in the rare earths miner. The company will issue 16.1 million shares of common stock and 17.6 million in warrants. Allied Gold — The gold miner climbed more […]
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Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’
C.C. Wei, CEO of TSMC, and Jensen Huang, CEO of Nvidia, interact on stage during TSMC’s annual sports day in Hsinchu, Taiwan, Nov. 8, 2025. Ann Wang | Reuters When Jensen Huang first met Morris Chang decades ago, he told the founder of Taiwan Semiconductor Manufacturing Company that one day Nvidia would be the chip […]
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Nvidia and Alphabet VC arms back AI startup Synthesia at $4 billion valuation
Nvidia and Alphabet’s VC arms have backed British AI startup Synthesia in a $200 million funding round, amid a surge of private investment in promising young tech companies seeking to capitalize on the AI boom. The round sees Synthesia hit a $4 billion valuation and was led by Alphabet’s GV, with participation from Evantic, Hedosophia, […]
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CNBC Daily Open: As Trump destabilizes foreign relationships, Europe forges new ties
US President Donald Trump arrives, prior to at a bilateral meeting in Congress Centre on the sideline of the 56th annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, Wednesday, January 21, 2026. Laurent Gillieron | Via Reuters “Good fences make good neighbors,” goes the saying — one that seems to encapsulate U.S. […]
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