CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos

Musk clashes with OpenAI CEO Sam Altman over Trump-supported Stargate AI data center project

Elon Musk is clashing with OpenAI CEO Sam Altman over the Stargate artificial intelligence infrastructure project touted by President Donald Trump, the latest in a feud between the two billionaires ...

ABC News - 3h

Scale AI CEO Alexandr Wang Writes Letter to President Trump: ‘America Must Win the AI War.’

Accompanied by a full-page advertisement in The Washington Post, the letter is a public declaration by Wang insisting that the U.S. must maintain AI dominance over China.

Inc. - 1d

Davos Reaction to Trump 2.0: Buckled Up and Ready for New Term

The global elite know Donald Trump better than almost anyone after his first presidency shocked boardrooms and foreign capitals.

The Wall Street Journal - 1d

Trump Moves to End Entry Program for Migrants From 4 Nations

The president sought to end a program that allowed migrants fleeing Cuba, Nicaragua, Venezuela and Haiti to fly into the United States and remain in the country for up to two years.

The New York Times - 1d

AI is the hot topic at Davos this year — here's what the top CEOs are saying

At the World Economic Forum's annual gathering in Davos, AI is the word that's been on every major corporate leader's lips. Here's what they're saying.

CNBC - 11h

FirstFT: Trump kicks off big infrastructure shifts with AI project and green rollbacks

Also in today’s newsletter, ByteDance’s $12bn AI plans, and Alex Soros has Lunch with the FT

Financial Times - 12h

Why Trump may need big companies to spend less on stock buybacks

Tech companies have gone big on stock buybacks, but the industry may need to spend more on capital expenditures to realize the president’s economic goals.

MarketWatch - 14h

Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.

MarketWatch - 1d

Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice

In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.

CNBC - 1d

At Davos, Banks Describe Trump ‘War Rooms’ to Prepare for Upheavals

The president’s freewheeling, off-the-cuff proclivities will likely have big effects on markets, and top bankers are getting ready for potential volatility.

Inc. - 1d

Here are the products and companies most at risk from Trump's tariff plans

President-elect Donald Trump's proposed tariffs on China, Mexico and Canada threaten to raise prices for toys, cars, shoes, french fries, furniture and beer.

CNBC - 1d

Trump's first day actions loom large as Davos begins

President Donald Trump has given everyone at Davos something to talk about with his actions on the first day of his second term

ABC News - 1d

AI mania takes over Davos as the world's biggest firms tout their offerings

The Promenade in Davos, Switzerland is the focal point of the World Economic Forum's annual meeting in the Swiss ski town — and AI is front and center

CNBC - 1d

Big Banks Quit Climate Change Groups Ahead of Trump’s Term

Several large U.S. financial institutions, including the Federal Reserve, have withdrawn from the networks after years of growing political and legal pressure.

The New York Times - 2d

Davos agenda turns to dealmaking and growth as Trump takes office

US financiers look to revival of ‘animal spirits’ despite concerns over threat of trade tariffs

Financial Times - 2d

Is SLB an AI play? Oil company’s CEO makes the case as power demand swells.

The stock of SLB, the oil-services company formerly known as Schlumberger Ltd., rose 3% early Friday after the company posted better-than-expected earnings for the fourth quarter, driven by ...

MarketWatch - 4d

How President Trump and the dollar might affect your investment portfolio

Also: Value stocks, the start of earnings season, retirement planning for people of all ages and a new development in the space race.

MarketWatch - 4d

World Economic Forum: Will Trump and Davos Herald a New World Disorder

Among the issues likely to be explored at the World Economic Forum this week is the future of Ukraine and its impact on Europe.

The New York Times - 5d

Bank CEOs Jamie Dimon, David Solomon are cautious on the economy. Here’s why.

Inflation worries remain despite strong earnings as JPMorgan Chase’s Jamie Dimon and David Solomon of Goldman Sachs weigh risks.

MarketWatch - 5d

UnitedHealth Group CEO defends company

Click in for more news from The Hill {beacon} Health Care Health Care The Big Story UnitedHealth CEO blames drug companies for high costs In his first public remarks since the murder of a top ...

The Hill - 6d

Here are the Big Tech CEOs attending Trump's inauguration

The CEOs of several of the world’s biggest technology companies are planning to attend President-elect Trump’s inauguration Monday. The leaders of Amazon, Google, Meta, Tesla, TikTok and OpenAI ...

The Hill - 6d

4 bold AI predictions for 2025

Enterprises can prepare for AI becoming faster, cheaper and more capable in 2025, and take the lead on developing applications.

VentureBeat - 6d

TikTok CEO attending Trump inauguration

TikTok CEO Shou Zi Chew will attend President-elect Trump's inauguration next week, one day after a potential ban of the video sharing platform could take effect in the U.S., according to a source ...

The Hill - 6d

Biden's Cyber Ambassador Urges Trump Not to Cede Ground to Russia and China in Global Tech Fight

Nathaniel Fick, the ambassador for cyberspace and digital policy, has led US tech diplomacy amid a rising tide of pressure from authoritarian regimes. Will the Trump administration undo that work?

Wired - 6d

Building resilience with AI threat modeling: Lessons from the Rate Companies

Discover how AI threat modeling is helping CISOs redefine zero trust in 2025 by combating identity-based attacks.

VentureBeat - 6d

Everything to Know About Big Banks Earnings

Goldman Sachs, JPMorgan, Wells Fargo and other firms are expected to report strong earnings.

Inc. - Jan. 15

AI threatens companies with crippling cyberattacks. Here’s their best defense.

Cybersecurity threats are no longer occasional, isolated incidents but a relentless, daily battle.

MarketWatch - Jan. 11

The Big Question: How much sick pay should companies offer?

Policies vary dramatically between different countries, but striking the right balance is hard

Financial Times - Jan. 10

Trump Dishes Out Blame for LA Fires

Across LA County, the number of people told to evacuate has risen to over 175,000.

BBC News - Jan. 9

4 in 10 companies planning job cuts due to AI: Survey

Companies across the globe, at least four in 10, are likely to cut jobs as artificial intelligence (AI) continues to advance, new research shows. A survey in the World Economic Forum's (WEF) latest ...

The Hill - Jan. 9

Six big US banks quit net zero alliance before Trump inauguration

Exodus from target-setting group is attempt to head off ‘anti-woke’ attacks from rightwing politicians, say analysts. • Business live – latest updates . The six biggest banks in the US have all ...

The Guardian - Jan. 8

Indian stocks will benefit from the Trump 2.0 era, portfolio manager says

Investors eyeing up firms with the potential to become the "blue chip companies of the future" should look to India, according to investor Kunal Desai.

CNBC - Jan. 7

Services index shows big jump in prices for December as companies fear tariffs

The ISM services survey's prices index jumped to 64.4%, an increase of 6.2 points or more than 10%.

CNBC - Jan. 7

Samsung Electronics banking on AI to outpace global growth in smartphones, home appliances

Samsung Electronics plans to ramp up on-device AI, as it bets on the consumer electronics unit to exceed overall global market growth this year.

CNBC - Jan. 7

Trump backtracks from 'one big, beautiful bill' to fund his agenda

After nearly derailing a spending bill last month, Trump continues to shake up business on Capitol Hill, shifting positions on how Republicans should fund his policies.

ABC News - Jan. 6

Resident Evil 4 Remake Reaches Big New Sales Milestone

Capcom's Resident Evil 4 remake is a huge hit. The publisher has confirmed the 2023 game has sold 9 million copies, with some estimates stating this makes it the fastest-selling Resident Evil game ...

GameSpot - Jan. 6

Samsung spreads Vision AI across its 2025 TV portfolio

For this year’s lineup, Samsung said that AI will come to life in more ways than just great picture quality. The company is introducing AI-backed experiences to make your day simpler, more dynamic, ...

VentureBeat - Jan. 6

Chinese robot vacuum cleaner company reveals model with an AI-powered arm

Chinese robot vacuum cleaner company Roborock says its new model has an artificial intelligence-powered folding arm for removing socks and other obstacles.

CNBC - Jan. 5

From Trump tariffs to AI: the big economic questions facing governments in 2025

The main issues confronting policymakers around the world seem particularly portentous this new year. January is always a time for new beginnings and fresh thinking. But with Donald Trump heading ...

The Guardian - Jan. 5

CEOs of 4 big portfolio companies dish on AI, cyber, banking, and Trump from Davos

Topics