Key Points Texas is about to unseat Virginia as the world’s largest data market, according to a new report from JLL. Data center vacancies at the end of 2025 remained at a historic low of 1% for the second year in a row. The demand is now being driven by hyperscalers and AI, and headwinds…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. I found yesterday’s snowfall to be quite idyllic, granted I didn’t actually step foot outside until it had stopped (don’t repeat that to my many colleagues who found themselves on shoveling duty). S&P 500 futures are little changed this morning…
OpenAI CEO Sam Altman addresses the gathering at the AI Impact Summit, in New Delhi, India, February 19, 2026. Bhawika Chhabra | Reuters OpenAI on Monday announced it is entering into multiyear partnerships with four consulting firms that will help the company deploy its enterprise platform called Frontier. The artificial intelligence startup said it has…
Digital generated image of multiple robots working on laptops siting in a raw. Andriy Onufriyenko | Moment | Getty Images AI robots will exceed the working population within a few decades as more firms adopt AI agents and continue to squeeze costs, a former Citi executive warned on Monday. Rob Garlick, Citi Global Insights’ former…
An aerial view of an Amazon Web Services Data Center known as US East 1 in Ashburn, Virginia, U.S., October 20, 2025. Jonathan Ernst | Reuters Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure to power artificial intelligence and cloud computing. The campuses will…
Investors are running for the exits on cybersecurity stocks as persistent artificial intelligence disruption fears overpower the industry’s strong fundamentals. We are not among them. The steep sell-off began Friday and extended into Monday’s session following Anthropic’s announcement of Claude Code, an AI-powered assistant designed to scan code bases for security vulnerabilities and suggest targeted…
From left, MangoAI’s Nirmal Govind, Canva Co-Founder and Chief Operating Officer Cliff Obrecht and MangoAI’s Vinith Misra. Canva Software stocks have been hammered in recent weeks as investors worry about threats from artificial intelligence. In the startup world, Canva has been among the highest fliers due to its popularity with designers, but that market is…
CNBC’s Jim Cramer offered a blunt takeaway from Monday’s selloff: Artificial intelligence concerns have left the stock market incredibly fragile. After the S&P 500 and Nasdaq each shed more than 1%, the “Mad Money” host urged investors to exercise caution because stocks were “just too easy to take down today.” The reason for the early-week…
Uber to acquire SpotHero. Courtesy: Uber Technologies, Inc. Uber said it’s acquiring SpotHero, a company that provides a parking reservation app for crowded downtowns, sporting events and concerts. Terms weren’t disclosed, but Uber said on Monday that it plans to offer a “parking reservation experience, powered by SpotHero” within its own app to help users…
An aerial view of the Tesla Fremont Factory on January 29, 2026 in San Rafael, California. Justin Sullivan | Getty Images Tesla is suing California’s Department of Motor Vehicles to reverse a ruling that found the automaker violated the law by falsely promoting its cars’ self-driving capabilities. The suit comes two months after the state’s…