Rise of AI | LeadStory

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Mag 7 trade splinters as AI winners pull away heading into 2026

A widening performance gap inside the Mag 7 is forcing investors to reward companies that can turn AI spending into revenue and margins, while penalizing heavy spenders with unclear payoffs — and why distribution-first players like Apple...

CNBC

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OpenAI seeks to hire new 'head of preparedness' to study risks

CNBC's "Squawk Box" team discusses news that OpenAI is looking to hire a new "head of preparedness" to study potential risks.

CNBC

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What AI regulation may look like in 2026

CNBC's "Squawk Box" discusses what AI regulation may look like in 2026 with Bradley Tusk, founder and CEO of Tusk Ventures.

CNBC

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Alphabet pulls ahead as the market reprices AI execution

CNBC's MacKenzie Sigalos reports on how a roughly 60-point year-to-date spread inside the Mag 7 is turning into a referendum on AI monetization — rewarding Alphabet and Nvidia while pressuring big spenders like Amazon and Meta.

CNBC

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Nvidia strikes $20B deal with Groq

CNBC’s MacKenzie Sigalos reports on the $20 billion Nvidia deal to license assets and hire executives from AI chip startup Groq.

CNBC

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AI threats and promises

Jason Greer, Greer Consulting founder and president, joins 'Squawk Box' to discuss the AI theme for 2026, the impacts to insurance and much more.

CNBC

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2025 — the year AI got personal

AI didn't just change tech in 2025; it changed us. From chatbots that feel human to scams that fool your eyes, here's what you need to know for 2026.

DW News

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AI's top researchers clash over general intelligence

CNBC's Deirdre Bosa reports on news regarding top AI researchers being at odds over general intelligence.

CNBC

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Big Nvidia buyer faces smuggling probe

The U.S. government is investigating whether Nvidia's biggest buyer in Southeast Asia has smuggled chips into China. Bloomberg's Ian King discusses the details with Caroline Hyde on "Bloomberg Tech."

Bloomberg

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AI models race to commoditization

CNBC's Steve Kovach joins 'Squawk Box' with a look at what to expect in AI advancements in 2026.

CNBC

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How an AI-generated video caused Macron a major headache

The video rapidly racked up more than 12 million views after it was shared on Facebook.

Euronews

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Tech companies lobbying for more data centers

Massive tech companies wanting to build more data centers in the U.S. are lobbying for support among Americans, according to a recent report by POLITICO. Gabby Miller joins CBS News with more on her reporting.

CBS America

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Alphabet to acquire Intersect

CNBC's Deirdre Bosa reports on Alphabet's deal to acquire data center and energy infrastructure company Intersect for $4.75 billion.

CNBC

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OpenAI efficiency gains

CNBC's Mackenzie Sigalos reports on how OpenAI is getting more efficient at running its AI, Softbank's OpenAI funding commitment, and more.

CNBC

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California to enact AI safety rules on January 1: Here's what to know

California is set to enact a new AI safety law on January 1, requiring companies with over $500 million in revenue to establish frameworks for managing severe risks from their most advanced AI models.

CNBC

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Officials charged up for Dutch AI company's data-center project

AI has become big business and Independence officials are charged up about a proposed multi-faceted, multi-phase project that involves a new power plant and a Dutch technology company, Nebius.

Scripps Local

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AI chatbot pilot project coming to City of Windsor

The City of Windsor has approved a new chatbot to handle calls from residents to the Provincial Offences Administration office. It's pitched as a cost saving tool but there's concerns about what it might mean for future jobs.

CBC Canada

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LLMs will be stressed by enterprise systems

CNBC's "Fast Money" team discusses the tech trade, the future of AI, data center demand and more with Rick Sherlund, senior advisor at Wedbush.

CNBC

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AI bubble concerns

Ben Inker, GMO co-head of asset allocation, joins CNBC's 'Money Movers' to discuss AI bubble concerns, Japan's stock revolution and more.

CNBC

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House passes bill that would help advance AI data center buildout

CNBC's Emily Wilkins reports on the House of Representatives passing a bill aimed at making it easier to get federal permits to build infrastructure for artificial intelligence projects.

CNBC

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Amazon and OpenAI in talks for $10B investment deal

CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss the OpenAI and Amazon deal valued at more than $10 billion.

CNBC

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Micron surges on soaring AI memory demand

CNBC’s Kristina Partsinevelos reports on Micron's margin boom.

CNBC

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Dan Niles on AI bubble peak: 'You're not there yet'

Dan Niles, founder and portfolio manager at Niles Investment Management, joins 'Money Movers' to discuss the AI trade, the market at large, and more.

CNBC

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Google working on initiative to challenge Nvidia's software advantage

CNBC’s Deirdre Bosa joins 'Money Movers' to report on Google's initiative to challenge Nvidia's proprietary software.

CNBC

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Blue Owl decided not to pursue Oracle $10B Michigan data center

Seema Mody reports that Blue Owl has decided not to pursue Oracle's $10b Michigan data center due to unfavorable economics, according to a source familiar.

CNBC

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Google unveils 'Gemini 3 Flash' AI model focused on speed and cost

CNBC’s Deirdre Bosa reports on Google's latest AI model Gemini 3 Flash.

CNBC

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Amazon and OpenAI in talks for $10B investment deal

CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss the OpenAI and Amazon deal valued at more than $10 billion.

CNBC

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OpenAI in initial talks to raise $10 billion from Amazon

OpenAI is in initial talks to raise at least $10 billion from Amazon and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia. The deal under discussion could value O...

Bloomberg

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Meet the Japanese woman who married ChatGPT

In Japan, 32-year-old Yurina Noguchi has married an AI persona she created. Although their union isn't legally recognized in the country, her story highlights a growing trend of virtual companionship where devotion to fictional character...

Reuters

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UN anticorruption conference in Doha uses AI chat bots to fight crime

Using AI bots to fight corruption. A conference in Doha is exploring unique ways to take on tech-savvy criminals.

Al Jazeera