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This year could be ‘make or break’ for OpenAI as investors turn their eyes to profit

This year could be ‘make or break’ for OpenAI as investors turn their eyes to profit

Key Points Investor scrutiny is set to increase this year as AI foundation model developers chart their way to becoming public companies, analysts said. It will be a “make or break” year for such companies, and OpenAI looks particularly “extended,” according to a Deutsche Bank note. “The key question is whether enterprise monetization, pricing power, […]

This year could be ‘make or break’ for OpenAI as investors turn their eyes to profit Read More »

Xiaomi announces HK.5 billion buyback as competition and cost pressures weigh on stock

Xiaomi announces HK$2.5 billion buyback as competition and cost pressures weigh on stock

A person walks past the logo of Xiaomi while looking at a smartphone China on July 9, 2018. AFP | Getty Images Chinese tech giant Xiaomi saw its shares pop over 2% in trading on Friday after it announced a stock buyback program worth up to HK$2.5 billion ($321 million).  The repurchase plan comes as

Xiaomi announces HK$2.5 billion buyback as competition and cost pressures weigh on stock Read More »

Jim Cramer says he’s not abandoning the Mag 7 stocks despite recent struggles. Here’s why

Jim Cramer says he’s not abandoning the Mag 7 stocks despite recent struggles. Here’s why

CNBC’s Jim Cramer said Thursday he’s not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026. “I think that the money will ultimately flow back to most of the [Mag 7] … because these companies just have too many levers, too

Jim Cramer says he’s not abandoning the Mag 7 stocks despite recent struggles. Here’s why Read More »

Intel stock falls 6% after company offers soft first-quarter guidance

Intel stock falls 6% after company offers soft first-quarter guidance

Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, outside the Intel Ocotillo campus in Chandler, Arizona. Courtesy: Intel Intel reported fourth-quarter earnings on Thursday that beat Wall Street expectations but offered soft guidance for the current quarter. Shares of the company were down

Intel stock falls 6% after company offers soft first-quarter guidance Read More »

These 4 turnarounds are making headway – plus, updates on our 30 other stocks

These 4 turnarounds are making headway – plus, updates on our 30 other stocks

Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of

These 4 turnarounds are making headway – plus, updates on our 30 other stocks Read More »

Spotify’s new playlist generator lets you add your vibes, feelings or memories

Spotify’s new playlist generator lets you add your vibes, feelings or memories

Dilara Irem Sancar | Anadolu | Getty Images Spotify is adding more vibes. The music streamer on Thursday rolled out “prompted playlist,” an artificial intelligence-driven feature that allows users to tap into a feeling or memory in order to build a custom mix. “We hear from listeners all the time that they love playlists, but

Spotify’s new playlist generator lets you add your vibes, feelings or memories Read More »

Meta’s  billion Manus deal pushes away some of startup’s customers, who are ‘sad that this has happened’

Meta’s $2 billion Manus deal pushes away some of startup’s customers, who are ‘sad that this has happened’

When Meta agreed to spend a reported $2 billion on Manus at the end of last year, the social media giant said it planned to take the startup’s subscription AI agent offering and “scale this service to many more businesses.” But some existing Manus customers aren’t thrilled with the deal and say they’re now going

Meta’s $2 billion Manus deal pushes away some of startup’s customers, who are ‘sad that this has happened’ Read More »

Workday CEO calls narrative that AI is killing software ‘overblown’

Workday CEO calls narrative that AI is killing software ‘overblown’

Workday CEO Carl Eschenbach on Thursday tried to ease worries that artificial intelligence is destroying software business models. “It’s an overblown narrative, and it’s not true,” he told CNBC’s “Squawk Box” from the World Economic Forum in Davos, Switzerland, calling AI a tailwind and “absolutely not a headwind” for the company. Software stocks have sold

Workday CEO calls narrative that AI is killing software ‘overblown’ Read More »

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