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MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia

MetaX booth at the Shanghai New Expo Center in Shanghai, China, on July 26, 2025. (Photo…

Micron forecasts surging revenue as computer memory demand for AI remains high

The Micron Technology offices in San Jose, California, US, on Tuesday, Dec. 16, 2025. David Paul…

Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center

Oracle stock dipped 5% on Wednesday following a report that discussions with Blue Owl Capital on…

Hyperscaler AI spending could slow down if Oracle shows discipline

CNBC’s Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers’ enormous…

Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble

Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of…

Amazon says AI chief Rohit Prasad is leaving, Peter DeSantis to lead AGI group

Rohit Prasad, Senior VP & Head Scientist for Alexa, Amazon, on Centre Stage during day one…

Apple punted on AI this year. Next year will be critical

Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus…

Unemployment rate rises, Teslas 2025 turnaround, Siris AI upgrade and more in Morning Squawk

Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell…

IBM Channel Executive Kareem Yusuf Eyes 50 Percent Ecosystem Revenue Goal With Upcoming Program Changes

‘I want to drive volume and velocity,’ IBM Senior Vice President for Ecosystem, Strategic Partners and…

Dell Looking To Acquire AI Data Infrastructure-Focused Dataloop: Report

An acquisition of Dataloop, if it happens, would give a boost to Dell’s AI infrastructure capabilities…