Nancy Tengler: Data centers boost local economies, critical for AI arms race
Nancy Tengler, Laffer Tengler Investments CEO & CIO, highlights how data centers bring significant tax revenue benefits to local economies, citing a Louisiana parish that gave teachers $50,000 bonuses.
Thomas Hayes 'a little concerned' about AI trade
Great Hill Capital Chairman Thomas Hayes joins Stuart Varney to analyze the current market rally, attributing it to falling oil prices and stable yields.
This looks more like a corrective phase after an impressive rally: Adam Turnquist
LPL Financial's Adam Turnquist highlights credit market caution due to debt fueling the AI arms race.
Nvidia, Microsoft urge US to avoid broad restrictions on open AI models
Nvidia, Microsoft and Meta joined more than 20 technology companies in urging U.S. policymakers to avoid broad restrictions on open-weight AI models
Dale Smothers: Every dollar in a client's portfolio should have a job to do
RDS Wealth President and CEO Dale Smothers discusses investment opportunities in mega-cap tech stocks like Microsoft and Google, advising investors to look for opportunities when these market leaders show weakness.
Magnificent 7 stocks shed hundreds of billions amid AI spending fears
Magnificent Seven stocks lost $787 billion in a single day as Alphabet and Tesla earnings revealed massive AI infrastructure capex that spooked investors.
Amazon Prime settlement: How eligible customers can claim their refund
The claims window is closing for some consumers who say they were enrolled in Amazon Prime unintentionally or struggled to cancel the subscription
Ford to use Apple Maps software in self-driving tech for new EV platform
Ford's upcoming $30,000 midsize EV will embed Apple Maps navigation and road-level data to power next-generation BlueCruise hands-free driving technology.
Alphabet slides despite earnings beat as spending weighs on outlook
Needham & Company managing director Laura Martin analyzes Alphabet's latest earnings, breaking down the company's capital spending and the broader Big Tech outlook on 'Making Money.'
D.R. Barton remains bullish on Alphabet despite boosted CAPEX
Woodshaw Financial Group principal D.R. Barton explains why Alphabet's increased CAPEX for AI is a positive and sees market pullbacks as buying opportunities for Alphabet stock on 'Varney & Co.'
AI party is 'clearly not over yet,' Ryan Payne says
A 'Mornings with Maria' panel analyzes current market trends, AI spending, and Cathie Wood's prediction for SpaceX.
'High possibility' Musk will talk about a Tesla, SpaceX merger in earnings call: Ross Gerber
Gerber Kawasaki president and CEO Ross Gerber discusses SpaceX approaching its first earnings report and SpaceX, Tesla merger speculation on 'The Claman Countdown.'
Tesla touts 380,000 unsupervised robotaxi miles with ‘zero notable incidents’
Tesla’s AI chief said the electric vehicle maker’s expanding robotaxi fleet logged more than 380,000 unsupervised miles with “zero notable incidents."
Google expands Miami office as co-founders flee California for South Florida
Larry Page and Sergey Brin purchased multimillion-dollar homes in South Florida as California voters weigh a billionaire wealth tax this November.
Robotaxis, robots will be a big component of Tesla: R 'Ray' Wang
R 'Ray' Wang discusses Alphabet's massive AI CapEx spending and the market's expectation for continued investment. He also analyzes Tesla's shift towards full self-driving, robotaxis, and Optimus robots, beyond just car manufacturing.
Apple raises prices on some streaming services as licensing costs climb
Apple Music individual plans rise to $11.99 and family plans jump to $19.99 as the company cites rising licensing costs for the subscription hikes.
Apple and Nvidia vie for the position as the world's biggest company: Which is the better buy now?
Apple and Nvidia are locked in a battle for the world's top valuation. Here is how their AI growth, brand loyalty, and stock values compare for investors today.
Larry McDonald: This is giving Mag 7 stocks a little bit of a rally
The Bear Traps Report founder Larry McDonald weighs in on Big Tech earnings on 'Mornings with Maria.'
Market expert: We have 'many, many years to go' with Big Tech stocks
Mike Lee explains how the 'token flow' from AI's infrastructure build-out is driving significant gains in semiconductor stocks. He highlights that despite some market disbelief, the demand for chips will continue to grow exponentially.
AI, tech earnings in focus as investors eye capital expenditure
Maria Bartiromo discusses upcoming tech earnings with Ray Wang, Constellation Research CEO.