Palo Alto Networks and Crowdstrike signage. Stanislav Kogiku | SOPA Images | LightRocket | Chris Jung | Nurphoto | Getty Images It’s been a good quarter for technology stocks, and cybersecurity leaders Palo Alto Networks and CrowdStrike have both joined the historic rally. CrowdStrike and Palo Alto rallied 95% and 113%, respectively, between April and…
Micron CEO Sanjay Mehrotra speaks at a groundbreaking ceremony for the company’s semiconductor manufacturing facility in Clay, New York, on Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Chipmakers not named Nvidia soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron and Intel more than tripling in value…
CEO of Anthropic Dario Amodei attends a working lunch with G7 leaders, G7 outreach partners and global tech CEOs on innovation and AI, during the G7 Summit on June 17, 2026, in Évian-les-Bains, France. Anna Moneymaker | Getty Images News | Getty Images Anthropic is starting an internal drug discovery program as part of an…
“Intel is going to $200 like a rocket ship.” That is what Jim Cramer said about this favorite Club stock on CNBC on Tuesday morning. With another 7.8% gain on the session, Intel was trading above its record-high close of $140.95 per share from June 22. On this final day of the first half of…
Damage at the site of a launchpad after an uncrewed Blue Origin New Glenn rocket exploded during a test at the Cape Canaveral Space Force Station in Cape Canaveral, Florida, U.S., May 29, 2026. Joe Skipper | Reuters Blue Origin CEO Dave Limp said the company is “not rebuilding the same pad” where one of…
Amazon Web Services CEO Matt Garman speaks at the AWS re:Invent conference in Las Vegas on Dec. 3, 2025. Noah Berger | AWS | Reuters Amazon Web Services on Tuesday announced it is investing $1 billion in a new Forward Deployed Engineering unit that will help its customers build and roll out artificial intelligence systems. …
AeroVironment shares skyrocketed 21% after the dronemaker easily blew past Wall Street’s fiscal fourth-quarter estimates, benefiting from U.S. plans to modernize the military and secure space. The Virginia-based defense company more than doubled revenue from a year ago to $642 million, while funded backlog jumped 65% to $1.2 billion. Revenue for autonomous systems totaled $492…
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images The Trump administration’s crackdown on Anthropic’s leading artificial intelligence models is looking like a gift to the country’s top adversary in the AI race: China…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. As someone with protein coffee in their fridge, I can’t say I’m surprised that “functional beverages” are taking off. Stock futures are positive this morning. The market is coming off a winning day. Here are five key things investors need…
Jakub Porzycki | Nurphoto | Getty Images Around $2.3 trillion has been wiped off the value of the Magnificent 7 this month as the tech giant’s huge infrastructure spending is increasingly scrutinized by investors, who see stronger returns in other parts of the market. The Mag 7 comprises Microsoft, Nvidia, Alphabet, Apple, Meta, Tesla and…