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Bernstein’s Stacy Rasgon on AMD's Q4 earnings: ‘It wasn’t a bad quarter’

Bernstein’s Stacy Rasgon on AMD's Q4 earnings: ‘It wasn’t a bad quarter’

31 min ago

AMD's Lisa Su addresses guidance concerns, says chip demand still accelerating

AMD's Lisa Su addresses guidance concerns, says chip demand still accelerating

Samantha Subin40 min ago

Infineon CFO: AI data centers are biggest growth driver in our history

Infineon CFO: AI data centers are biggest growth driver in our history

an hour ago

Anthropic says no to ads on Claude chatbot, weeks after OpenAI move to test them

Anthropic says no to ads on Claude chatbot, weeks after OpenAI move to test them

Ashley Capootan hour ago

AMD CEO Lisa Su: AI is accelerating at a pace that I would not have imagined

AMD CEO Lisa Su: AI is accelerating at a pace that I would not have imagined

12 min ago

Amazon makes Alexa+ AI assistant available to everyone in the U.S.

Amazon makes Alexa+ AI assistant available to everyone in the U.S.

an hour ago

AMD stock sinks 12% after earnings. Here's why

AMD stock sinks 12% after earnings. Here's why

an hour ago

Publicis Groupe's Arthur Sadoun on supporting employees living with cancer

Squawk Box Europe

Publicis Groupe's Arthur Sadoun on supporting employees living with cancer

Wed, Feb 4th 2026

Squawk Box Asia

To what extent should automation be used in warfare? Shield AI discusses

Wed, Feb 4th 2026

Access Middle East

Analyst explains why the Middle East is ready to lead in AI

Wed, Feb 4th 2026

UBS posts strong earnings while Novo Nordisk's U.S. shares crater on slowing growth

Wed, Feb 4th 2026

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More In AI

Global software stocks extend losses amid fears over AI-led disruption

Global software stocks extend losses amid fears over AI-led disruption

5 hours ago

'Muskonomy' shakeup: SpaceX valuation nears Tesla's after merger with xAI

'Muskonomy' shakeup: SpaceX valuation nears Tesla's after merger with xAI

Tue, Feb 3rd 2026

Pinterest CEO rebukes, fires employees who created tool to track layoffs

Pinterest CEO rebukes, fires employees who created tool to track layoffs

4 hours ago

Nvidia denies rift with OpenAI, while software and asset management stocks plunge

Tue, Feb 3rd 2026

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants need each other

Tue, Feb 3rd 2026

AMD shares drop as forecast comes up short of some expectations

Tue, Feb 3rd 2026

Match beats estimates, but issues weak guidance on higher spending

Match beats estimates, but issues weak guidance on higher spending

Tue, Feb 3rd 2026

Nvidia-OpenAI both need each other amid competition from Google: Big Technology's Alex Kantrowitz

Nvidia-OpenAI both need each other amid competition from Google: Big Technology's Alex Kantrowitz

Tue, Feb 3rd 2026

Apple adds agents from Anthropic and OpenAI to its coding tool

Apple adds agents from Anthropic and OpenAI to its coding tool

Tue, Feb 3rd 2026

Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says

Tue, Feb 3rd 2026

SpaceX takes on xAI cash burn after merger

Tue, Feb 3rd 2026

SpaceX-xAI merger is necessary because of huge xAI investments needed: Perella Weinberg's Isaacson

Tue, Feb 3rd 2026

William Blair’s Dorsheimer weighs in on Tesla merging with SpaceX and xAI

William Blair’s Dorsheimer weighs in on Tesla merging with SpaceX and xAI

Tue, Feb 3rd 2026

Watch CNBC's full interview with Cisco CEO Chuck Robbins and CPO Jeetu Patel

Watch CNBC's full interview with Cisco CEO Chuck Robbins and CPO Jeetu Patel

Tue, Feb 3rd 2026

Cisco president breaks down factors that could hold AI back

Cisco president breaks down factors that could hold AI back

Tue, Feb 3rd 2026

Musk's xAI, SpaceX combo is the biggest merger of all time

Tue, Feb 3rd 2026

Squawk on the Street

Faber Report: Combined SpaceX and xAI company valued at roughly $1.25 trillion

Tue, Feb 3rd 2026

Palantir stock rallies after company beats earnings estimates

Tue, Feb 3rd 2026

Musk's xAI needs SpaceX deal for the money. Data centers in space are still a dream

Musk's xAI needs SpaceX deal for the money. Data centers in space are still a dream

Mon, Feb 2nd 2026

Nvidia and OpenAI respond to reports about their relationship

Nvidia and OpenAI respond to reports about their relationship

Mon, Feb 2nd 2026

AI Impact: Improving Weather Forecasting

AI Impact: Improving Weather Forecasting

Mon, Feb 2nd 2026

Oracle's credit default swaps plummet as financing plan boosts investor confidence

Mon, Feb 2nd 2026

Anti-ICE protesters should want more Palantir in government, CEO Karp says

Mon, Feb 2nd 2026

Elon Musk's SpaceX acquiring AI startup xAI ahead of potential IPO

Mon, Feb 2nd 2026