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CNBC

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CNBC

@0x39fbc393693d8fba1c4ffe51702e1d1326aed25a

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  • Why AI hyperscalers are now the epicenter of a bear case for stocks The Google logo is displayed on a building at Google headquarters on Feb. 4, 2026 in Mountain View, California. If the facts change, then I have to change. I learned that from reading the legendary British economist John Maynard Keynes, and it has never steered me wrong.
  • Bitcoin is weathering its ugliest week in months as narrative fades and liquidity rotates
  • Bitcoin drops back under $70,000, Strategy extends its slide
  • This is the greatest time ever for semiconductors, says CEO of key equipment supplier
  • Dell wins a $9.7 billion Pentagon software deal after cozying up to Trump
  • Microsoft’s new responsible tech lead on how to humanize high-speed AI development
  • AMD to invest $10 billion in Taiwan's AI industry to advance top-end chips
  • Anthropic and U.S. government to face off in DC court over blacklisting of AI company
  • EU to crack down on TikTok, Instagram's ‘addictive design’ targeting kids on social media
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