TechCheck

If "data is gold" in the shift to AI, big tech companies that have been collecting data for decades might have a huge leg up -- if they can balance increased costs as they work on accommodating a new…

Sequoia Capital, one of the world’s largest and most successful VC firms, told investors today it will split into three partnerships, separating its China and India units. It’s been a tough first yea…

Big tech has been carrying the market once again; without the 7 megacaps responsible for the market's gains, the S&P would be down for the year, instead of up 10%. Plus, Broadcom posts earnings after…

Nvidia CEO and AI kingmaker Jensen Huang out with a vote of confidence for Intel, saying their test chips “look good.” It could mean advanced chipmaking is coming back home. Plus, Amazon workers are …

We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which include Nvidia and Tesla. Plus, during the mobil…

AI is in its peak hype cycle stage, but this was the week it also started to matter to companies’ bottom line. Nvidia’s blockbuster quarter and then Marvell showed that AI is creating real revenue ri…

CNBC’s Carl Quintanilla is joined by Emmy-award winning legend Henry Winkler to break down his final performance as acting teacher Gene Cousineau on HBO’s “Barry” as the series comes to a close. They…

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and oth…

Meta announced today it would start another round of layoffs, part of the ten thousand roles CEO Mark Zuckerberg said would be cut in March. Plus, Netflix begins to roll out its plan to make users pa…

The activist investor pushing Yelp to explore a sale told CNBC’s Deirdre Bosa that CEO Jeremy Stoppelman uses the company as his own personal piggy bank while the rest of us lose money, thanks to a “…

Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring back workers and its economy. Plus, Micron shares fal…

We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including Nvidia, Meta, Google and Amazon. But investors look…

Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - what is AI-washing, and why should investors be on the…

In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it raises the question again of whether big tech will g…

OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed with lawmakers in calling for more AI oversight, sayin…

Ad agencies are topping analysts' lists of businesses most at risk of AI automation, but ad titan Sir Martin Sorrell argues the technology will be a net positive for the industry. Plus, Apple is now …

Analysts today have called out a few stocks that could be under-the-radar beneficiaries of AI. CNBC’s Steve Kovach breaks that down – plus one company that has been singled out as an AI loser. 

Softbank posted a record $32 billion loss at its Vision Fund tech investment arm as executives promise the company are going on the offensive on AI. But is it too little too late? Plus, character.ai …