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Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them

Amazon faces ‘leader’s dilemma’ — fight AI shopping bots or join them

Thos Robinson | Getty Images Amazon CEO Andy Jassy could see how dramatically artificial intelligence was altering e-commerce. In June, he told employees that AI agents will start to infiltrate aspects of everyday life, “from shopping to travel to daily chores and tasks.” Four months later, Jassy said on an earnings call that Amazon expects to partner with third-party agents, and has […]

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Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

A Waymo car is halted on the road amid a power outage in San Francisco, California, U.S., December 20, 2025, in this screengrab obtained from a social media video.d Reuters Three days after a blackout in San Francisco caused Waymo to pause its driverless car service, the Alphabet-owned company said it’s updating its fleet so

Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages Read More »

Motive, an Alphabet-backed fleet management software company, files for IPO

Motive, an Alphabet-backed fleet management software company, files for IPO

Direxion signage at the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. The holiday-shortened week started with gains in stocks amid a broad advance that saw a continuation of the bullish momentum on Wall Street. Michael Nagle | Bloomberg | Getty Images Motive, a company with software for managing

Motive, an Alphabet-backed fleet management software company, files for IPO Read More »

Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve

Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 is on track for its fourth day of gains Tuesday, buoyed by strength in AI-related names. AI chipmakers and Club

Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve Read More »

The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says

The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says

Former Facebook Chief Privacy Officer Chris Kelly said Monday that the next phase of the artificial intelligence boom will focus on becoming more efficient. As major AI players race to churn out the infrastructure needed to support AI workloads, Kelly told CNBC’s “Squawk Box” that the industry will need to streamline these power-intensive buildouts. “We

The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says Read More »

We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment

We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment

Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch after our unfortunate exit from the Google parent back in March. We got out of the name due to concerns that Google’s Gemini was not advancing quickly enough to compete with OpenAI’s ChatGPT, and because the Justice

We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment Read More »

Google was at risk of losing its dominance — until it promoted this AI executive

Google was at risk of losing its dominance — until it promoted this AI executive

Josh Woodward, VP of Google Labs, addresses the crowd during Google’s annual I/O developers conference in Mountain View, California on May 20, 2025. Camille Cohen | AFP | Getty Images Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him. The 42-year-old Oklahoma native, who started at

Google was at risk of losing its dominance — until it promoted this AI executive Read More »

Tech stocks rebound, Google’s boomerang strategy, Xbox’s slump and more in Morning Squawk

Tech stocks rebound, Google’s boomerang strategy, Xbox’s slump and more in Morning Squawk

Wall Street and Broad St. signs are seen as New York Stock Exchange building decorated for Christmas at the Financial District in New York City, United States on December 16, 2020. Tayfun Coskun | Anadolu Agency | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five

Tech stocks rebound, Google’s boomerang strategy, Xbox’s slump and more in Morning Squawk Read More »

Uber, Lyft set to trial robotaxis in the UK in partnership with China’s Baidu

Uber, Lyft set to trial robotaxis in the UK in partnership with China’s Baidu

A Baidu Apollo RT6 robotaxi during Baidu’s Apollo Day in Wuhan, China, on Wednesday, May 15, 2024. Bloomberg | Bloomberg | Getty Images Chinese tech giant Baidu has announced plans to bring robotaxis to London starting next year through its partnerships with Lyft and Uber, as the UK emerges as a growing autonomous vehicle battleground.

Uber, Lyft set to trial robotaxis in the UK in partnership with China’s Baidu Read More »

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