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Technology

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U.S.-China AI feud sees ASML on tightrope between sales, geopolitics

TazaPulseJuly 17, 2026

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML is performing a balancing act. On the one hand, sales from China still make up a sizable chunk of its revenue. While down compared to previous years, China will contribute around 20% of ASML’s net sales across...

Technology

SpaceX stock falls further after Starship test flight aborted

TazaPulseJuly 17, 2026

A SpaceX Starship spacecraft rolls out toward its launch pad past the Starbase Manufacturing Facility before its 10th test flight from the company’s complex in Starbase, Texas, U.S., August 23, 2025. Steve Nesius | Reuters SpaceX’s stock fell further on Friday, a day after it aborted a test flight for its Starship rocket at the...

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Xi pitches China as AI partner to developing world, warns against risks and security overreach

TazaPulseJuly 17, 2026

SHANGHAI, CHINA – JULY 17: Chinese President Xi Jinping waves as he arrives at the opening ceremony for the World AI Conference on July 17, 2026 in Shanghai, China. (Photo by Ng Han Guan-Pool/Getty Images) Pool | Getty Images News | Getty Images Chinese President Xi Jinping on Friday positioned China as a partner in...

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SoftBank sinks as Asia chip stocks track Wall Street AI rout

TazaPulseJuly 17, 2026

CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Japanese tech stocks tumbled on Friday as a fresh rout in U.S. semiconductor shares spread across Asia, underscoring growing...

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Microsoft CEO says Anthropic Fable is being ‘editorially controlled’

TazaPulseJuly 17, 2026

Microsoft CEO Satya Nadella told employees Wednesday that Anthropic’s limits on requests that users submit to the startup’s high-end Fable artificial intelligence model don’t make sense. The comments come as executives express interest in cost-efficient models that don’t come from the most well funded labs but can handle software development and other tasks inside companies....

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Here’s my rule for protecting profits after parabolic stock rallies

TazaPulseJuly 16, 2026

CNBC’s Jim Cramer said Thursday that investors can avoid giving back big gains in high-flying stocks by following one simple rule. “When you get a parabolic move, sell half, because parabolic moves cannot be gamed,” Cramer said on ” Squawk on the Street .” “We do not know when they’re going to stop going up.”...

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3 of our stocks rode the AI rally, while 3 others fell out of favor since last month

TazaPulseJuly 16, 2026

The stock market continued its march higher since our last CNBC Investing Club Monthly Meeting, though the leadership shifted beneath the surface. The Dow led the way, climbing 2.3% from June 17 to Wednesday’s close. The 30-stock average finished at a record high on July 6, before pulling back a bit in recent days. The...

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5 things to know before the stock market opens Thursday

TazaPulseJuly 16, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. Planning a road trip this summer? If Kalshi traders are right, you could once again be shelling out $4 a gallon for gas. Stock futures are mixed this morning as semiconductor stocks weigh on the market. All three major averages...

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Nvidia reveals new AI model and expands Japan’s physical AI ecosystem

TazaPulseJuly 16, 2026

Samuel Boivin | Nurphoto | Getty Images Nvidia unveiled a new AI model for robots and vision AI agents on Wednesday, deepening its push into the physical AI market in Japan. The company’s new model, Cosmos 3 Edge, is a so-called world model, designed to help systems perceive and navigate physical environments in real time....

Technology

Alibaba and Baidu shares jump in Hong Kong on Apple AI partnership

TazaPulseJuly 16, 2026

Chinese tech company Baidu, best known for its search engine, also operates cloud, mapping and other internet-based services. Bloomberg | Bloomberg | Getty Images Shares of Chinese tech giants Alibaba and Baidu rose Thursday on their partnership with Apple for deploying their AI tools. Hong-Kong listed shares of Alibaba rose 5% after the company confirmed...