Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors

Data center deals hit record  billion in 2025 as AI valuation risks and funding concerns grip investors

Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads. That surge came even as investors grew increasingly wary of inflated artificial intelligence valuations and the financing underpinning the rapid expansion of data centers. Global stocks sold off in … Read more

What’s ahead for media in 2026? Anonymous executives make bold predictions

What’s ahead for media in 2026? Anonymous executives make bold predictions

CEO and President of Warner Bros. Discovery David Zaslav and CEO of Paramount Skydance, David Ellison. Mike Blake | Brendan McDermid | Reuters It’s time for everyone’s favorite holiday tradition — CNBC’s annual anonymous media executive predictions! CNBC spoke with 16 of the most powerful and influential executives in U.S. media, sports and entertainment, who … Read more

OpenAI in talks with Amazon about investment that could exceed $10 billion

OpenAI in talks with Amazon about investment that could exceed  billion

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed … Read more

Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales

Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales

What started off as a particularly rough year for Tesla investors is turning into quite the celebration. Following a 36% plunge in the first quarter, the stock’s worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time closing high of $489.88, jumping 3.1% on Tuesday. They’re now up 21% for … Read more

AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide

AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide

Broadcom CEO Hock Tan. Lucas Jackson | Reuters In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three … Read more

Here are the 2 big things we’re watching in the stock market this week

Here are the 2 big things we’re watching in the stock market this week

This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports. The data will help us sharpen our 2026 market outlook following a wild week for stocks that saw the S & P 500 close at a record high this past Thursday … Read more

AI tools could drive $263 billion in holiday sales. Walmart and Target are racing to get in

AI tools could drive 3 billion in holiday sales. Walmart and Target are racing to get in

Holiday shopping has always felt like a “chore” for Amrita Bhasin.  Between deciding what to buy, comparing prices and checking reviews, the 24-year-old retail tech CEO said she spent more than 15 hours each year buying gifts for her friends and family, a process that took the joy out of giving.  But this year, Bhasin … Read more

Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide

Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide

Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather … Read more

Rivian’s AI, autonomy impress Wall Street, but EV and capital concerns remain

Rivian’s AI, autonomy impress Wall Street, but EV and capital concerns remain

Rivian CEO RJ Scaringe at the company’s first “Autonomy and AI Day” on Dec. 11, 2025, in Palo Alto, California. Lora Kolodny | CNBC Rivian Automotive impressed Wall Street on Thursday with its plans for artificial intelligence, automation and an internally developed silicon chip, but significant challenges involving demand and capital remain for the electric … Read more

Oracle’s lease commitments jump by almost 150% as company builds out to meet AI demand

Oracle’s lease commitments jump by almost 150% as company builds out to meet AI demand

Oracle CEO Clay Magouyrk, center, speaks on a media tour of the Stargate data center in Abilene, Texas, on Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US. Kyle Grillot | Bloomberg … Read more