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5 things to know before the stock market opens Monday

TazaPulseAugust 4, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. I spent the weekend mostly outdoors at the Lollapalooza music festival in Chicago, but many others headed inside to catch the latest summer blockbuster. Stock futures are climbing this morning. The three major indexes are coming off a winning week....

Jim Cramer says the market has warmed up to Big Tech’s AI spending. Here’s what flipped the switch

TazaPulseAugust 4, 2026

CNBC’s Jim Cramer said on Monday that Amazon CEO Andy Jassy’s earnings call changed how Wall Street views massive artificial intelligence investments. “Until Jassy spoke, the market seemed highly skeptical of how these megacap tech companies were spending money,” the “Mad Money” host said. “That’s no longer the case.” For months, investors had questioned whether...

Jim Cramer says Wall Street’s latest trading trend is creating buying opportunities

TazaPulseAugust 4, 2026

CNBC’s Jim Cramer on Monday said Wall Street’s “basket trades” during the Iran war are distorting stock prices, urging investors to use the dislocations to their advantage. “The best thing? They create real opportunities, as the stocks divorce themselves from the fundamentals until the companies report,” the “Mad Money” host said. “There are big gains...

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Big Tech’s Anthropic and OpenAI stakes distort corporate earnings

TazaPulseAugust 4, 2026

India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | Afp | Getty Images Tech companies’ venture capital portfolios are making corporate profits look a lot stronger than they really are. Microsoft, Amazon...

Palantir’s Karp renews attacks on frontier AI labs

TazaPulseAugust 4, 2026

Palantir CEO Alex Karp doubled down on his criticism of the frontier artificial intelligence labs on Monday, arguing that enterprises shouldn’t be forced to give up their intellectual property to work with model makers. “We have people trying to drug addict us to a future they [frontier AI models] believe they control,” Karp said...

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Palantir (PLTR) earnings Q2 2026

TazaPulseAugust 4, 2026

Palantir topped second-quarter earnings estimates on Monday and said commercial revenue more than doubled from a year ago. The stock surged 8% after the numbers were released. Here’s how the company did versus LSEG estimates: Earnings per share: 41 cents adj. vs. 35 cents expected Revenue: $1.94 billion vs. $1.80 billion expected Revenue climbed 93%...

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Amazon tops $3 trillion market cap as stock continues to surge

TazaPulseAugust 4, 2026

Shares of Amazon hit a new all-time high on Monday, putting its market cap over the $3 trillion threshold for the first time following a better-than-expected earnings report last week. Monday’s new record is the best day for Amazon since May 5. Shares are up roughly 4%. The jump comes after the company reported a...

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Hugging Face CEO says China is winning the AI race with open models

TazaPulseAugust 4, 2026

Hugging Face CEO Clément Delangue said China is winning the artificial intelligence race with open-weight models and could catch up to U.S. model makers as soon as this year. “They’re clearly dominating on open models right now, and I wouldn’t be surprised if they start dominating at the frontier either by the end of this...

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U.S. lawmakers request information from DoorDash on use of Chinese AI

TazaPulseJuly 31, 2026

A DoorDash bag in the Brooklyn borough of New York, US, on Thursday, Jan. 15, 2026. Michael Nagle | Bloomberg | Getty Images U.S. lawmakers have requested information from food delivery company DoorDash on its use of Chinese artificial intelligence models, CNBC has learned, as scrutiny around American businesses’ use of systems developed by China...

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5 things to know before the stock market opens Friday

TazaPulseJuly 31, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Microsoft added nearly $450 billion to its market cap yesterday as the stock climbed 15% — its best day since 2008. Stock futures are rising before the bell following Thursday’s rally on Wall Street. Here are five key things investors need...

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Technology

5 things to know before the stock market opens Monday

Jim Cramer says the market has warmed up to Big Tech’s AI spending. Here’s what flipped the switch

Jim Cramer says Wall Street’s latest trading trend is creating buying opportunities

Big Tech’s Anthropic and OpenAI stakes distort corporate earnings

Palantir’s Karp renews attacks on frontier AI labs

Palantir (PLTR) earnings Q2 2026

Amazon tops $3 trillion market cap as stock continues to surge

Hugging Face CEO says China is winning the AI race with open models

U.S. lawmakers request information from DoorDash on use of Chinese AI

5 things to know before the stock market opens Friday

Latest News

Watch: Netanyahu invites pilot Smit Machchhar to Israel I-Day event, hails him as ‘hero of entire world’ | India News

Road injuries 10th leading cause for deaths in India: WHO report | India News

India summons Pak envoy over ‘cross-border infiltration’, rejects Ferozepur claims | India News

He deposited Rs 14.96 lakh cash during demonetisation; landlord faced unexplained money tax notice under Section 69A, but ITAT Bangalore deletes addition on account of rental income

Hydro generation falls short, strains power supply during non-solar hours in Sept

India Russia Relations: Russia to take 70,000 Indian skilled workers this year, Jaishankar tells panel | India News

India summons Pak envoy over ‘cross-border infiltration’, rejects Ferozepur claims | India News

He deposited Rs 14.96 lakh cash during demonetisation; landlord faced unexplained money tax notice under Section 69A, but ITAT Bangalore deletes addition on account of rental income

Hydro generation falls short, strains power supply during non-solar hours in Sept

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Watch: Netanyahu invites pilot Smit Machchhar to Israel I-Day event, hails him as ‘hero of entire world’ | India News

Road injuries 10th leading cause for deaths in India: WHO report | India News

India summons Pak envoy over ‘cross-border infiltration’, rejects Ferozepur claims | India News

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