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Technology

Trump’s push for American-made AI chips hits TSMC’s margins

TazaPulseJuly 22, 2026

Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins at TSMC, the world’s leading chipmaker. Following Trump’s return to power in 2025, the president has repeatedly threatened tariffs on companies that don’t make their products in America. Since then, TSMC has announced a total of $200...

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Sony’s PlayStation disc decision threatens a $7 billion resale market

TazaPulseJuly 22, 2026

A PlayStation 5 DualSense controller and a stack of retail game cases are seen, with the Sony logo displayed on a screen in the background, in Athens, Greece, on July 14, 2026. Sony Interactive Entertainment announced that it will permanently discontinue the production of physical discs for all new PlayStation games at the end of...

Jim Cramer says this old-school investing concept still wins — even in the AI boom

TazaPulseJuly 22, 2026

CNBC’s Jim Cramer on Tuesday emphasized the importance of diversifying beyond the market’s hottest artificial intelligence winners. “I don’t want you getting blown out because you owned nothing but semis and the group has a bad day,” the “Mad Money” host said, referencing how investing with borrowed money can heighten the consequences of hot stocks...

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OpenAI appoints two new members to board of directors

TazaPulseJuly 22, 2026

CEO of OpenAI Sam Altman walks through the Hart Senate Office Building, following meetings on Capitol Hill, in Washington, D.C., U.S., June 3, 2026. Evelyn Hockstein | Reuters OpenAI said it appointed longtime financial executives David Vélez and Robin Vince to its nonprofit and for-profit boards of directors, as the company marches closer to a...

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Goldman Sachs creates private markets platform to court rich investors

TazaPulseJuly 22, 2026

A Spacex Flacon 9 rocket lifts off from Space Launch Complex 40 on June 08, 2026 in Cape Canaveral Space Force Station, Florida. Joe Raedle | Getty Images Goldman Sachs has created a new platform to expand its offerings for wealthy clients and family offices who increasingly want direct stakes in fast-growing private companies, CNBC...

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This stock’s next growth runway is securing identity in an AI age

TazaPulseJuly 21, 2026

Clear Secure’s resilient airport franchise is more than a travel business. It serves as the customer acquisition engine powering its broader identity platform and is a competitive advantage. The company’s expanding database of verified users creates a powerful network effect, making each reverification more profitable while supporting accelerating revenue, margin expansion and free cash flow....

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OpenAI, Anthropic boost lobbying as legacy tech, defense spending slips

TazaPulseJuly 21, 2026

A visitor watches an AI sign on an animated screen at the Mobile World Congress, the telecom industry’s biggest annual gathering, in Barcelona. Josep Lago | Afp | Getty Images OpenAI and Anthropic increased their federal lobbying spending to record levels in the second quarter of 2026 as the artificial intelligence industry poured millions into...

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Google expands Gemini lineup with cheaper models and new Mythos rival

TazaPulseJuly 21, 2026

Alphabet is releasing three new Gemini models on Tuesday, including its clearest answer yet to Anthropic‘s lead in cybersecurity, as the company looks to show progress across a product pipeline that has faced delays and mounting competition. Gemini 3.5 Flash Cyber is designed to detect and patch software vulnerabilities and will initially be available only...

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Bessent says U.S. could sanction China over AI model ‘theft’

TazaPulseJuly 21, 2026

Scott Bessent, US treasury secretary, during the 2026 Reagan National Economic Forum at the Ronald Reagan Presidential Library in Simi Valley, California, US, on Friday, May 29, 2026. Caroline Brehman | Bloomberg | Getty Images U.S. Treasury Secretary Scott Bessent on Tuesday said the Trump administration will look into whether Chinese artificial intelligence models have...

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5 things to know before the stock market opens Tuesday

TazaPulseJuly 21, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. JetBlue won the LaGuardia Airport slots left open by Spirit Airlines. I’ll be keeping an eye on whether it also moves to the airport’s Art Deco-style Marine Air Terminal, which I’ve visited many times for Spirit flights. Stock futures are...