Technology
Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough
Sopa Images | Lightrocket | Getty Images Kyle Dijamco is a proud member of Palantir Technologies‘ fast-growing retail investor base. The Los Angeles-based marketer has bet big on the defense tech stock, even increasing his exposure after a drawdown earlier this year. The 31-year-old’s position now stands at roughly $25,000. “It’s an exciting stock to […]
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Monetizers vs manufactures: How the AI market could splinter in 2026
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer […]
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Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, […]
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Here’s what would it take for an Amazon stock comeback in 2026
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into 2026 poised for gains. The Club name struggled throughout 2025 as Wall Street worried that Microsoft ‘s Azure and Google Cloud were outpacing the growth rate of the No. 1 cloud, Amazon Web Services, and how President […]
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These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI […]
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Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them
Thos Robinson | Getty Images Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce. In June, he told employees that AI agents will start to infiltrate aspects of everyday life, “from shopping to travel to daily chores and tasks.” Four months later, Jassy said on an earnings call that Amazon expects to partner with third-party agents, and has […]
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‘Witch hunt’: Ex-EU commissioner Breton denounces U.S. visa ban targeting ‘censorship’
A former EU commissioner has hit back after receiving a U.S. visa ban for alleged censorship. The Trump administration imposed visa bans on Thierry Breton, a former European Union commissioner behind the Digital Services Act (DSA), and four anti-disinformation campaigners, accusing them of censoring U.S. social media platforms. “The State Department is taking decisive action […]
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Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages
A Waymo car is halted on the road amid a power outage in San Francisco, California, U.S., December 20, 2025, in this screengrab obtained from a social media video.d Reuters Three days after a blackout in San Francisco caused Waymo to pause its driverless car service, the Alphabet-owned company said it’s updating its fleet so […]
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Motive, an Alphabet-backed fleet management software company, files for IPO
Direxion signage at the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. The holiday-shortened week started with gains in stocks amid a broad advance that saw a continuation of the bullish momentum on Wall Street. Michael Nagle | Bloomberg | Getty Images Motive, a company with software for managing […]
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Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 is on track for its fourth day of gains Tuesday, buoyed by strength in AI-related names. AI chipmakers and Club […]
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