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Tech stocks return to earth
Presented by Ericsson — Plus: Exclusive look at "Middle Tech" AI push {beacon} Technology Technology The Big Story Tech stocks return to earth as AI explosion fizzles The world’s biggest ...The Hill - 6d -
Tech stocks tumble as AI boom fizzles out
The world’s biggest technology companies have seen their stock prices tumble over the past month as wider tumult in the market hits the tech sector hard after years of steep gains driven by ...The Hill - Mar. 14 -
Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.
Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.MarketWatch - Mar. 11 -
Nvidia Bets Big on Synthetic Data
Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker's customers and developers.Wired - 1d -
Nvidia gets industrial software firms to integrate Omniverse to accelerate physical AI
Nvidia said the big industrial software and service providers are integrating Omniverse into their platforms to accelerate physical AI.VentureBeat - 2d -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
GM and Nvidia have inked new deals that include the carmaker utilizing several AI services from the tech giant for its vehicles, ADAS and factories.CNBC - 2d -
We're adding to our position in a financial stock, taking the other side of a downgrade
Analysts at Oppenheimer downgraded the Club stock.CNBC - 1d -
Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?
Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.MarketWatch - Mar. 10 -
US added to international watchlist for rapid decline in civic freedoms
Civicus, an international non-profit, puts country alongside Democratic Republic of Congo, Italy, Pakistan and Serbia. The United States has been added to the Civicus Monitor Watchlist, which ...The Guardian - Mar. 10 -
Nvidia’s big GTC event had no big surprises, but here is where the bulls and bears disagree
Some investors are getting nervous about how a downward turn in the economy could affect Nvidia’s capital spending.MarketWatch - 21h -
Apple and Nvidia led Monday’s $750 billion tech wreck. How to play the aftermath.
Trump’s policy moves are causing angst. But one analyst says the broader AI thesis is still intact, and he names Tesla and Microsoft among big potential winners.MarketWatch - Mar. 10 -
Nvidia CEO Jensen Huang says to stop worrying about this dark cloud on the stock
The Nvidia CEO made the remarks in an interview with our own Jim Cramer.CNBC - 1d -
We're adding to our position in a hard-hit stock that benefits from lower mortgage rates
It's our third stock purchase on Thursday as Wall Street continues its rough stretch.CNBC - Mar. 13 -
Microsoft has been the worst Big Tech stock lately. Here’s why it may become the best.
Microsoft is getting more disciplined on AI spending and is better positioned than rivals for a consumer-spending slowdown, according to one analyst.MarketWatch - Mar. 13 -
Elon Musk’s xAI and Nvidia join BlackRock and Microsoft’s $30bn AI fund
Tech groups and financial institutions join forces in plans to build data centres and energy projects to underpin AI boomFinancial Times - 2d -
Hugging Face submits open-source blueprint, challenging Big Tech in White House AI policy fight
Hugging Face challenges Big Tech in White House AI Action Plan submission, arguing open-source models match commercial performance while democratizing access and enhancing national security.VentureBeat - 1d -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
General Motors and Nvidia have agreed to a strategic collaboration that includes the automaker using several products and artificial intelligence services from the tech giant for its ...NBC News - 2d -
Nvidia CEO Huang praised this Trump policy. And the stock is bouncing.
Nvidia CEO Jensen Huang praised the Trump administration’s AI policies in an FT interview and said he sees the company spending hundreds of billions on U.S.-made electronics.MarketWatch - 23h -
Nvidia's Huang says faster chips are the best way to reduce AI costs
"Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.CNBC - 1d -
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.MarketWatch - Mar. 13 -
Adobe’s stock has been an AI laggard. A ho-hum earnings forecast is adding to its declines.
Adobe Systems Inc. shares fell in after-hours trading Wednesday after disappointing quarterly earnings guidance, amid criticism on Wall Street that the software company is not yet monetizing ...MarketWatch - Mar. 13 -
Fired FTC commissioners fear Trump will go easy on Big Tech donors
Rebecca Kelly Slaughter and Alvaro Bedoya were fired after work Tuesday, they told NBC News in separate interviews.NBC News - 1d -
Google-Wiz deal is 'litmus test' for Trump administration's handling of Big Tech
After Google agreed to buy security software vendor Wiz for $32 billion on Tuesday, the Trump administration will get an early chance to weigh in on Big Tech.CNBC - 2d -
Nvidia’s GTC keynote will emphasize AI over gaming
Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.VentureBeat - Mar. 13 -
We're buying the dip in one of our hard-hit tech stocks
We're only making one buy into Monday's sharply lower open.CNBC - Mar. 10 -
Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.CNBC - Mar. 13 -
Virginia Tech player gets brutally honest about team's disappointing season: 'I mean, we were still ass'
Tobi Lawal was brutally honest in assessing Virginia Tech's season after it came to an end TuesdayCBS Sports - Mar. 12 -
Winners and losers from the Wall Street sell-off
‘Ignored stocks’ outperform as Big Tech and banks slideFinancial Times - Mar. 12 -
Nvidia CEO Jensen Huang Says AI Is in the Middle of ‘an Inflection Point’
Nvidia’s Huang unveiled new Rubin AI chips at GTC 2025 and also outlined AI’s ‘extraordinary progress.’Inc. - 2d -
US added to human rights watchlist over Trump moves
The United States has been added to CIVICUS's monitor list of potential human rights threats due to President Trump's restrictive executive orders and institutional cutbacks, which are creating an ...The Hill - Mar. 10 -
How AppLovin’s Meteoric Rise Led to an Allegation of Ad Fraud
It was the fastest-growing tech stock in 2024. Then came two reports—and the market started loving it less.Inc. - Mar. 11 -
Nvidia has teamed up with Utah to improve AI education and workforce training
Nvidia has teamed up with the state of Utah on an AI education initiative to improve workforce training and economic growth.VentureBeat - Mar. 10 -
These are the 4 biggest things we're watching in the stock market this week
Fed Chair Jerome Powell's press conference and Nvidia CEO Jensen Huang's GTC keynote are influential events.CNBC - 4d -
This ETF plays defensively within growth stocks. Here’s how it’s faring better than the S&P 500.
Investors with an appetite for growth stocks can play defensively within the category by focusing more on high-quality stocks beyond Big Tech.MarketWatch - Mar. 13 -
Nvidia announces DGX SuperPOD with Blackwell Ultra GPUs
Nvidia announced what it called the world’s most advanced enterprise AI infrastructure — Nvidia DGX SuperPOD built with Nvidia Blackwell Ultra GPUs.VentureBeat - 2d -
Big Tech's big bet on nuclear power to fuel artificial intelligence
Faced with the need to cut carbon emissions, and an increasing energy demand to power AI, companies like Microsoft, Google and Amazon are investing in nuclear, from restarting Three Mile Island, to ...CBS News - Mar. 9 -
Love helps Arizona topple short-handed No. 9 Texas Tech 86-80 in Big 12 tourney semifinals
Caleb Love scored 27 points and Arizona took advantage of injuries that left Texas Tech short-handed for an 86-80 victory over the No. 9 Red Raiders in the Big 12 Tournament semifinals Friday ...Yahoo Sports - 6d -
Nvidia CEO and Cisco CEO discuss the global outlook on the AI arms race
In an interview CNBC's Jim Cramer, Nvidia CEO Jensen Huang and Cisco CEO Chuck Robbins described global leaders' fervor to compete in the AI arms race.CNBC - 13h -
Nvidia announces Blackwell Ultra and Rubin AI chips
Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022.CNBC - 2d
More from CNBC
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London’s Heathrow Airport closes after major fire nearby, sparking global travel chaos
London's Heathrow Airport closed on Friday after a fire at a nearby electrical substation caused a power outage, airport officials said.CNBC - 20m -
Nike expects sales will plunge in current quarter as it faces tariffs, sliding consumer confidence
Nike is trying to execute a turnaround under new CEO Elliott Hill.CNBC - 14h -
Accenture is DOGE's first corporate casualty as shares dive on warning that contracts will be cut
Shares of Accenture slid more than 7% on Thursday after the consulting firm said tighter federal spending efforts have begun to weigh on its revenues.CNBC - 3h -
Nvidia CEO Huang says he was wrong about timeline for quantum, surprised his comments hurt stocks
Nvidia CEO Jensen Huang admitted at his company's "Quantum Day" that his prior comments about quantum computing came out wrong.CNBC - 18h -
Judge bars Musk's DOGE team from Social Security records in scathing ruling
The judge said DOGE launched a "fishing expedition" and failed to give any reason why it needed to access vast swaths of Americans' personal and private data.CNBC - 15h
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London’s Heathrow Airport closes after major fire nearby, sparking global travel chaos
London's Heathrow Airport closed on Friday after a fire at a nearby electrical substation caused a power outage, airport officials said.CNBC - 20m -
How Blueprint Founder Bryan Johnson Sought Control Via Confidentiality Agreements
That control is starting to fray as Mr. Johnson, a longevity guru known for performing experiments on his body, faces a backlash over the agreements.The New York Times - 23m -
Trump Has Hinted at a Xi Visit. China Is Still Wondering What He Wants.
Chinese experts say Beijing is open to talks but is being stonewalled by the State Department and other official channels.The New York Times - 43m -
Tesla owners are trading in their EVs at record levels, Edmunds says
Data from Edmunds shows that Tesla owners have been trading in their vehicles at record levels since CEO Elon Musk joined Trump's White House.CNBC - 55m -
The Pentagon Draws Back the Curtains for Musk
The billionaire was set to be briefed on the military’s closely guarded playbooks on China, raising new questions about his power and access.The New York Times - 1h