‘Volatility’ in the AI trade doesn’t concern us: Mainstay Capital Management CEO
Mainstay Capital Management founder and CEO David Kudla shares his insights on investing in the artificial intelligence supercycle amid recent tech sell-offs on ‘The Claman Countdown.’
Ivana Delevska explains how quant funds cause market overshoots and create opportunities
Ivana Delevska, Spear Advisors founder & CIO, discusses how quant funds' trend following based on metrics creates stock overshoots and pullbacks.
Mike Murphy warns investors of chip stocks: 'Be very careful'
Mike Murphy, founder and managing partner of Rosecliff, discusses the tech stock dip advising caution for chipmakers due to huge run-ups and highlights Amazon for long-term growth due to its AI business.
SpaceX's entry into Nasdaq-100 will boost diversification, expert says
Constellation Research founder R 'Ray' Wang discusses SpaceX joining the Nasdaq-100 and the triopoly of the memory chipmakers on 'Varney & Co.'
Microsoft cuts 4,800 positions, insists jobs 'not being replaced by AI'
Microsoft is eliminating roughly 4,800 jobs while investing heavily in AI, with executives saying artificial intelligence is changing work but not replacing affected employees.
OpenAI reportedly in talks to give US government 5% stake
'Barron's Roundtable' panelists discuss the S&P 500's second-quarter rally, led by chip and small-cap stocks, and reports that OpenAI is in talks to give the U.S. government a 5% stake.
Microsoft eyes another wave of layoffs that could hit 5,000 workers next week
Microsoft is reportedly preparing another round of layoffs that could affect thousands of employees across sales, consulting and Xbox as it continues investing heavily in AI.
This is a symbol of the 'great ties' between the UK, US and the banking system: Barclays CEO
Barclays CEO C.S. Venkatakrishnan discusses the bank's deep U.S. financial history, the impact of A.I. on global banking, and current M&A trends on 'The Claman Countdown.'
Innovation is 'still an underappreciated lense' in the investing world, UBS' Hoffmann-Burchardi says
UBS CIO Americas and Global Head of Equities Ulrike Hoffmann-Burchardi provides a stock market outlook for remainder of the year, key themes driving future growth and more on 'Mornings with Maria.'
Analyst say AI is expanding hiring, not replacing workers
Barron's Investor Circle Newsletter editor Josh Schafer discusses the implications of the USMCA trade pact expiring in 2036 and AI employment fears on 'The Bottom Line.'
Phil Blancato on where the AI boom stands now
Charles Payne and Phil Blancato discuss the current state of the AI boom, highlighting record tech investments and strong corporate profits. Blancato argues that tech spending is starting to yield results, driving an economic shift.
Trump says Taiwan is doubling the size of chipmaking plant in Arizona
President Donald Trump said that the world's largest chipmaker is doubling the size of its chipmaking facilities under construction in Arizona.
AI will be 'transformational' in drug development and discovery, Pfizer CEO says
Pfizer CEO Albert Bourla details $70B US investment in manufacturing and R&D, discussing oncology advancements, the GLP-1 drug race, and AI's transformative role in drug development on 'Mornings with Maria.'
Trump administration lifts Claude Mythos 5, Fable 5 export restrictions after Anthropic works with government
The Commerce Department lifted export restrictions on Anthropic's Claude Fable 5 and Mythos 5 after a review, clearing the models for wider access
Trump's got 'all the cards' against Iran, Secretary Burgum says
Interior Secretary Doug Burgum joins 'Varney & Co.' to discuss the negotiations between the U.S. and Iran and the race against China in AI.
CEO reveals 'big misunderstanding' about investing
ProCap Financial chairman and CEO Anthony Pompliano joins 'Varney & Co.' to discuss Bitcoin value and volatility and whether the U.S. is falling behind China on AI.
Top tobacco company to cut thousands of jobs
British American Tobacco plans to cut 5,500 jobs and outsource 3,500 roles as it uses AI to reshape operations amid declining traditional tobacco sales.
Charles Payne channels mythology on AI's impact to humanity
FOX Business host Charles Payne introduces the topic of artificial intelligence, comparing its transformative potential and risks to the myth of Prometheus on 'Making Money.'
AI race is 'unfolding right before our eyes' unlike we've ever seen: Lou Basenese
'The Big Money Show' discusses China's AI advancements, highlighting the threat and implications to the United States' dominance in the AI race.
Newsom's office touts Anthropic 'partnership,' 50% discount on Claude AI for California agencies, localities
Golden State Gov. Gavin Newsom's office indicated that state agencies and local governments may access Anthropic's Claude artificial intelligence platform at a 50% discount.