Since the release of ChatGPT in late 2022, AI has been a dominant theme in global markets. Investors have piled into AI stocks, sending companies such as Nvidia , Intel , Samsung , TSMC and SK Hynix to dizzying levels. However, that has also led to concentration risk, particularly in Asia, with HSBC saying more…
The Google Cloud logo is displayed on a high-definition digital monolith at the entrance of the Google pavilion during the Mobile World Congress in Barcelona, Spain, on March 5, 2026. For the 2026 edition, Google Cloud showcases its developments in the ”IQ Era” by unveiling new Agentic AI solutions for telecommunications, powered by the Gemini…
CNBC’s Jim Cramer said Tuesday that the recent rebound in beaten-down software stocks may be driven more by short covering than a meaningful improvement in fundamentals. “This is what I call a squeeze,” Cramer said on ” Squawk on the Street .” “A genuine hedge fund squeeze.” Software names outperformed on Tuesday as investors rotated…
U.S. Vice President JD Vance speaks during a press conference in the Brady Press Briefing Room at the White House on May 19, 2026 in Washington, DC. Heather Diehl | Getty Images Vice President JD Vance on Tuesday defended President Donald Trump against a question about the heavy stock trading on display in the president’s…
Tesla and SpaceX CEO Elon Musk attends a state banquet for President Donald Trump and China’s President Xi Jinping at the Great Hall of the People in Beijing on May 14, 2026. Brendan Smialowski | Afp | Getty Images SpaceX, which is getting set to publicly disclose its IPO prospectus, has picked Goldman Sachs to…
CEO of OpenAI Sam Altman arrives at the courthouse on the day of the trial in Elon Musk’s lawsuit over OpenAI for-profit conversion at a federal courthouse in Oakland, California, U.S., May 12, 2026. Carlos Barria | Reuters OpenAI on Tuesday announced a new offering called Guaranteed Capacity, which allows customers to secure long-term access…
Omar Marques | Lightrocket | Getty Images Polymarket is moving deeper into private markets — and this time, the contracts are tied to companies most investors can talk about, but still cannot actually buy. The company is launching prediction markets tied to private company milestones, including valuations, IPO timing and secondary-market activity for names like…
Google Vice President of Android XR Shahram Izadi speaks during the keynote address at Google I/O on May 19, 2026 in Mountain View, California. Benjamin Fanjoy | Getty Images Google gave a first look at its first audio smart glasses on Tuesday, as the company tries to crack a corner of the wearables market where…
The Shield AI website arranged on a laptop computer in New York, US, on Friday, Feb. 13, 2026. Michael Nagle | Bloomberg | Getty Images The U.S. government is partnering with defense tech startup Shield AI as it seeks more affordable drones to combat soaring materials costs amid the war with Iran. The Office of…
Despite its early stumbles, Google’s Gemini has leapfrogged ChatGPT in relevance and usefulness. Soon, it will be ubiquitous. Source link