Taiwan Semiconductor Manufacturing Co Ltd
Apple launches lower cost iPhone 17e and a new iPad Air powered by its M4 chip
Apple introduces iPhone 17e Source: Apple Inc. Apple opened its week of product launches on Monday morning with a refreshed low-cost iPhone and a faster iPad Air, as it begins what looks to be a broader multi-day hardware push. The headline device is the new iPhone 17e, a budget model in the iPhone 17 lineup […]
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Nvidia to invest $4 billion in two photonics companies
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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Khamenei’s death raises questions about Trump’s China trip
Key Points U.S. strikes on Iran raised doubts about Trump’s planned visit to China. Prediction markets showed increased bets on a greater likelihood of a delayed Trump trip. Analysts said trade talks may outweigh geopolitical tensions for both sides. Source
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Global week ahead: Operation Epic Fury means new risks for markets
Thick plumes of smoke rise over the residential areas of the Iranian capital following airstrikes amid ongoing U.S.â”Israel attacks as multiple explosions are heard across the city in Tehran, Iran on March 01, 2026. Fatemeh Bahrami/ | Anadolu | Getty Images We hear it all the time on CNBC — markets hate uncertainty, and the […]
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Forget DeepSeek. China’s already released 5 new AI models and UBS prefers this one
As speculation over a new version of the DeepSeek AI model grows, several other Chinese tech companies have released their own generative artificial intelligence models in the past few weeks. They range from Alibaba’s Qwen 3.5 to ByteDance’s video-generating Seedance 2.0. But what’s caught the eye of AI users — and UBS stock analysts — […]
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AI just leveled up and there are no guardrails anymore
In the first two months of 2026, generative artificial intelligence has undergone a rapid scaling of capabilities, going from chatbot to full-blown executive assistant and triggering an indiscriminate sell-off across sectors, hitting software, legal, insurance and cybersecurity stocks. “AI just went through its third inflection,” Nvidia CEO Jensen Huang told CNBC’s Becky Quick on Wednesday. […]
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How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses
Amazon on Friday unveiled a strategic partnership with OpenAI that includes an investment of up to $50 billion, the latest sign of deepening ties between the tech giant and the maker of ChatGPT. As part of the deal, OpenAI will use more Amazon Web Services infrastructure, including a commitment to deploy 2 gigawatts of the […]
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Nvidia’s stock wrapping up tough week as Wall Street focuses more on competition than growth
Nvidia CEO Jensen Huang speaks during a dinner event with the company’s Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Lam Yik Fei | Bloomberg | Getty Images Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that “compute demand is skyrocketing.” Investor concerns […]
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Jim Cramer: Here are 4 reasons I can’t be negative on this stock market
Stocks fell on Friday after a key inflation gauge came in much hotter than expected, and fears of AI disruption continued to rise. But CNBC’s Jim Cramer said there are four reasons why he remains bullish right now. “I am not going to be pessimistic when the 10-year [Treasury] is going down in yield,” he […]
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Apple appears to be sitting out the AI arms race. Will the strategy work?
Unlike many of its Big Tech counterparts, Apple has refrained from spending massive amounts of money on artificial intelligence. Although that strategy has shareholders sweating, analysts in general aren’t worried. In fiscal 2025, Apple allocated $12.72 billion on capital expenditures likely tied to AI. That’s far less than what Alphabet , Meta , Microsoft and […]
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