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ASML hits record high on AI boost — and analysts see plenty of room to run

ASML hits record high on AI boost — and analysts see plenty of room to run

A logo on the exterior of the ASML Holding NV headquarters in Veldhoven, Netherlands, on Wednesday, Jan. 24, 2024. Peter Boer | Bloomberg | Getty Images Dutch semiconductor equipment company ASML has held gains to hit record highs, following Taiwanese chipmaker TSMC’s strong earnings report on Thursday. ASML — Europe’s most valuable company and the

ASML hits record high on AI boost — and analysts see plenty of room to run Read More »

CEOs, security executives are divided on cyber risks of AI, survey finds

CEOs, security executives are divided on cyber risks of AI, survey finds

A survey released Friday by corporate insurer Axis Capital shows there’s a growing divide across the C-suite on how executives view the risks, rewards and impact of cutting-edge AI technology.   On one hand, artificial intelligence is rapidly improving cybersecurity defense technologies, but AI is also equipping cybercriminals with sophisticated tools and creating new risks.

CEOs, security executives are divided on cyber risks of AI, survey finds Read More »

OpenAI tells investors to brace for ‘deliberately outlandish’ claims from Musk ahead of trial

OpenAI tells investors to brace for ‘deliberately outlandish’ claims from Musk ahead of trial

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 sent a letter Thursday to investors and banking partners warning that it expects Elon Musk to make “deliberately outlandish, attention-grabbing

OpenAI tells investors to brace for ‘deliberately outlandish’ claims from Musk ahead of trial Read More »

This pharma stock just got whacked — there’s still a major catalyst ahead

This pharma stock just got whacked — there’s still a major catalyst ahead

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. Stocks were climbing on Thursday led by semiconductors and AI-related names. Taiwan Semiconductor rallied more than 5% after reporting strong fourth quarter results and forecasting higher

This pharma stock just got whacked — there’s still a major catalyst ahead Read More »

Australia banned social media for under 16s a month ago — here’s how it’s going

Australia banned social media for under 16s a month ago — here’s how it’s going

A notification on the Instagram app on a smartphone arranged in Sydney, Australia, on Thursday, Dec. 4, 2025. Bloomberg | Bloomberg | Getty Images It’s been a month since Australia banned under-16s from social media platforms, and some teens are glad to be free of the distraction, while others have found ways to bypass the

Australia banned social media for under 16s a month ago — here’s how it’s going Read More »

Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge

Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge

US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S.

Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge Read More »

China’s ban on cybersecurity software roils three of our stocks — here’s our view

China’s ban on cybersecurity software roils three of our stocks — here’s our view

Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet,

China’s ban on cybersecurity software roils three of our stocks — here’s our view Read More »

Google launches Personal Intelligence feature in Gemini app, challenging Apple Intelligence

Google launches Personal Intelligence feature in Gemini app, challenging Apple Intelligence

Vcg | Visual China Group | Getty Images Google is letting users test a new artificial intelligence tool that connects information from various apps like Gmail and Google Photos to provide personalized answers in its chatbot. The feature, called Personal Intelligence, is available for personal accounts, Google said in a blog post Wednesday. “Whether it’s

Google launches Personal Intelligence feature in Gemini app, challenging Apple Intelligence Read More »

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