Tech giants commit billions to Indian AI as New Delhi pushes for superpower status

Tech giants have committed to funneling hundreds of billions of dollars into Indian AI efforts, against the backdrop of a major summit in the country that’s brought together world leaders and AI execs. Record sums are being ploughed into AI as governments and companies across the globe race to roll out the technology. Hyperscalers — … Read more

Chinese tech companies progress ‘remarkable,’ OpenAI’s Altman tells CNBC

Top tech executives gathered in India this week for the AI summit in New Delhi.

The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the … Read more

S&P 500 touches record 7,000 level, but gain fades as Fed keeps rates on hold: Live updates

A television station broadcasts the Federal Reserve’s decision to hold rates after a Federal Open Market Committee (FOMC) meeting on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Bloomberg | Bloomberg | Getty Images The S&P 500 reached a milestone level on Wednesday, hitting 7,000 … Read more

Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’

C.C. Wei, CEO of TSMC, and Jensen Huang, CEO of Nvidia, interact on stage during TSMC’s annual sports day in Hsinchu, Taiwan, Nov. 8, 2025. Ann Wang | Reuters When Jensen Huang first met Morris Chang decades ago, he told the founder of Taiwan Semiconductor Manufacturing Co. that one day Nvidia would be the chip … Read more

Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand

Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show in Las Vegas, Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in the U.S. on … Read more

Stock futures slip after S&P 500, Dow slide for two straight sessions: Live updates

Traders work on the floor of the New York Stock Exchange during morning trading on January 14, 2026 in New York City. Michael M. Santiago | Getty Images Stock futures were near flat Wednesday night as the S&P 500 comes off of two consecutive days of losses. Futures tied to the Dow Jones Industrial Average … Read more

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

CNBC’s Jim Cramer said Friday that investors shouldn’t read too much into uneventful unemployment data, arguing that a lack of surprises on the labor front is actually giving the market room to reveal the real story: a broad-based rally spreading well beyond last year’s winners. “When you get an employment report that’s basically uneventful, it … Read more

Week in review: We initiated a position — plus, top gainers and laggards of 2025

Friday marked the end of a lackluster week for stocks and the first trading session of 2026. The market was mixed for the holiday-shortened week: The Dow and Nasdaq shed 0.1% and 1.5%, respectively, while the S & P 500 edged roughly 1% lower, its third back-to-back loss since Monday. It’s unclear what caused the … Read more

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google CEO Sundar Pichai waves as he arrives at the Artificial Intelligence Action Summit at the Grand Palais in Paris, Feb. 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the company’s shares doubled … Read more