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Technology

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5 things to know before the stock market opens Monday

TazaPulseJuly 27, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. I saw “The Odyssey” over the weekend, but I wasn’t able to snag a seat in an elusive Imax 70-millimeter screening. More on that below. Stock futures are jumping this morning after a losing week for all three major indexes....

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China memory chipmaker CXMT skyrockets 470% in Shanghai debut

TazaPulseJuly 27, 2026

General view of CXMT office buildings is seen in Shanghai, China, on July 15, 2026, as CXMT raises billions for AI technology (Photo by Ying Tang/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images Shares of chipmaker Changxin Technology Group rose about 470% Monday as they debuted on Shanghai’s tech-heavy STAR Market, making CXMT...

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Here are 4 forces that drove a tough week for stocks

TazaPulseJuly 26, 2026

It was a tough week for stocks, as investors navigated everything from escalating tensions in the Middle East to key tech earnings reports to healthcare developments. Logging their second straight weekly losses, the S & P 500 slipped 0.6%, while the tech-heavy Nasdaq fell 2.1%. Here’s a closer look at what drove the trading action....

108340090 Waymo reportedly weighing ending Uber partnership

Uber and Waymo to end exclusivity arrangement in Atlanta and Austin

TazaPulseJuly 25, 2026

Dara Khosrowshahi, CEO of UBER, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 22nd, 2026. Oscar Molina | CNBC For the past three years, Uber and Alphabet-owned Waymo have partnered to bring driverless rides to passengers in two major U.S. markets. That relationship is now undergoing some changes....

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Bond market anxiety is growing over AI capex budgets

TazaPulseJuly 25, 2026

Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a reality. It’s playing out in real time in the bond market, where the biggest names involved in the blitz — Google, Amazon and Meta — are seeing credit spreads widen as fixed-income investors demand more reward to...

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

TazaPulseJuly 25, 2026

One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it plans to spend even more than previously expected on artificial intelligence. Now, the question is whether fellow Club names Amazon , Meta Platforms, and Microsoft will follow suit when they report next week. “Capex trends are going...

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Anthropic’s Claude Opus 5 AI model rivals Fable 5 and is cheaper

TazaPulseJuly 25, 2026

Anthropic on Friday announced its latest artificial intelligence model, Claude Opus 5, which it said is its best-performing and most cost-effective offering across a number of industry benchmarks. Opus 5 outperforms the last model that Anthropic released, Claude Fable 5, on coding and knowledge work evaluations, and the company said it’s “designed to be used...

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Nvidia, Microsoft, Meta warn against overregulating open-weight models

TazaPulseJuly 24, 2026

The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago | Getty Images Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers to avoid “premature restrictions” on open-weight artificial intelligence models that would “stifle competition or drive innovation overseas.” Open-weight...

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5 things to know before the stock market opens Friday

TazaPulseJuly 24, 2026

1. T-oil and trouble Traders work on the floor of the New York Stock Exchange during morning trading on July 08, 2026 in New York City. Michael M. Santiago | Getty Images 2. Another round US President Donald Trump speaks at Wheeler High School, in Marietta, Georgia, on July 22, 2026. Saul Loeb | AFP...

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CXMT is sparking fears of a cash drain before blockbuster IPO

TazaPulseJuly 24, 2026

CANADA – 2026/05/23: In this photo illustration, the CXMT (ChangXin Memory Technologies) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images ChangXin Memory Technologies’ massive listing is stoking fears that its market debut could pull cash from Chinese equities, as...