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Technology

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We got more defensive last week as Wall Street raised the bar for AI stocks

TazaPulseSeptember 5, 2026

Stocks kicked off September on shaky footing as higher oil prices and Treasury yields tested investors’ appetite for some of the market’s biggest artificial intelligence winners. For the week, the S & P 500 eked out a 0.1% gain, while the Nasdaq gained 0.4%, recovering from a rough start to the historically difficult month of...

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Many truckers don’t feel like rest of America about AI data centers

TazaPulseSeptember 5, 2026

A truck carrying construction materials at the new QTS Eagle Mountain data center under construction in Eagle Mountain, Utah, US, on Tuesday, Jan. 27, 2026. QTS Realty Trust Inc. is an owner, developer, and operator of carrier-neutral and multi-tenant data centers. Bloomberg | Bloomberg | Getty Images As America has an intense national debate about...

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A new front line star in the AI cybersecurity war

TazaPulseSeptember 5, 2026

Mustafau | Istock | Getty Images The stakes have never been higher for senior cybersecurity leaders at top companies. “It feels like my job has doubled or quadrupled,” said Wally Dalrymple, chief security officer at global education and talent solutions firm ETS. “It’s coming at us so fast and at such large volumes,” he said....

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Back-to-school shopping brought to you by AI — how Amazon, Google are positioned to win

TazaPulseSeptember 4, 2026

For Alexander Lee, back-to-school shopping used to mean hours spent comparing prices, reading reviews, and figuring out where to buy a growing list of supplies for his two kids. “The pens and pencils are not that big of a deal,” Lee said in a CNBC interview ahead of the Labor Day weekend. Things like “calculators,...

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5 things to know before the market opens Friday

TazaPulseSeptember 4, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Computing power restrictions are once again hitting gamers. If you’re an Xbox Game Pass subscriber, Microsoft said that cloud time limits will go into effect later this year. Stock futures are mixed this morning after a winning session. Here are...

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Why Nvidia’s Hugging Face deal is about much more than chips

TazaPulseSeptember 4, 2026

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Yesterday, Nvidia confirmed what we all already knew. The company is planning to acquire Hugging Face, a New York-based startup which has built a repository for open source AI models and recently shot to global recognition after it...

Technology

Nvidia’s investments grow to $99 billion as chip giant expands its reach

TazaPulseSeptember 4, 2026

Nvidia has become one of the world’s largest strategic tech backers as the value of its equity investments soared more than tenfold in the past year to $99 billion, with the chip giant increasingly looking to leverage its huge capital reserves to bolster the AI sector. The company has ramped up dealmaking for financing rounds...

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South Korea’s AI rally is reshaping romance, reality shows and academic preferences

TazaPulseSeptember 4, 2026

South Korea’s AI stock rally is rapidly transforming different corners of the country’s society ranging all the way from romance to academics. In Korea’s dating scene, professionals such as physicians, lawyers and judges, have traditionally been the most sought-after. Now the preferences are changing, as the AI boom makes those working in the chip sector...

Revenge of the ‘Magnificent Seven’ — Jim Cramer says it’s time to buy

TazaPulseSeptember 4, 2026

CNBC’s Jim Cramer said Thursday it’s time to revisit the “Magnificent Seven,” declaring that months of underperformance have made many of these former market leaders too cheap to ignore. “We’re witnessing the revenge of the Magnificent Seven and most people don’t even seem to know it,” the “Mad Money” host said. “I think it’s time...

Zscaler (ZS) Q4 earnings 2026

TazaPulseSeptember 4, 2026

Zscaler stock soared on Thursday after the cloud security company beat Wall Street’s fiscal fourth-quarter estimates as rising artificial intelligence risk spurred urgent demand for cyber tools. Here’s how the company performed compared to LSEG estimates: Earnings per share: $1.19 adjusted vs. $1.09 expected Revenue: $898 million vs. $877 million expected Revenue jumped 25% from...