‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
CNBC
Tesla obtains permit to operate ride-hail service in Arizona
The Arizona Department of Transportation said Tesla obtained a “transportation network company” permit in the state.
Tesla obtains permit to operate ride-hail service in Arizona Read More »
CNBC Daily Open: The flow of money in AI appears one-way at this point
Money from technology companies keeps flowing into their compatriots, while money from investors are leaving technology stocks.
CNBC Daily Open: The flow of money in AI appears one-way at this point Read More »
Meta’s big antitrust win, Salesforce’s deal closure, and iPhone’s popularity in China
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Meta’s big antitrust win, Salesforce’s deal closure, and iPhone’s popularity in China Read More »
Meta wins FTC antitrust trial that focused on WhatsApp, Instagram
Meta has won its case against the Federal Trade Commission, seven months after the trial began.
Meta wins FTC antitrust trial that focused on WhatsApp, Instagram Read More »
Waymo says it will launch in more Texas and Florida cities in 2026
Waymo on Tuesday added Houston, San Antonio and Orlando to the list of cities where it plans to launch its robotaxi service in 2026.
Waymo says it will launch in more Texas and Florida cities in 2026 Read More »
Ignore Wall Street’s ‘shameful’ double downgrade of Honeywell stock, Cramer says
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
Ignore Wall Street’s ‘shameful’ double downgrade of Honeywell stock, Cramer says Read More »
Microsoft unveils tool to help companies control, track AI agents
Microsoft has helped companies build AI agents that can do specific kinds of work. Now it has a way to spot and stop risky agents.
Microsoft unveils tool to help companies control, track AI agents Read More »
Google announces Gemini 3 as battle with OpenAI intensifies
Google says its latest suite of AI models will require users to do “less prompting” to get the desired results.
Google announces Gemini 3 as battle with OpenAI intensifies Read More »