Technology -

Technology

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Technology

Nebius stock surges as Nvidia discloses 9.3% stake in neocloud

TazaPulseJuly 21, 2026

Nebius stock surged on Tuesday after Nvidia disclosed a 9.3% stake in the neocloud. The Amsterdam-based company has emerged as one of Europe’s leading neoclouds providing AI compute, and has inked multiple deals with tech giants in 2026 amid massive infrastructure spending. Shares of Nebius were up 7% in premarket trading. The company has been...

Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market

TazaPulseJuly 21, 2026

CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively put new money to work — at least for now. “If you own too much tech, you’re going to be slaughtered, and you won’t even know what hit you,” the “Mad Money” host said. “For the moment,...

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Trump’s head of AI safety agency CAISI resigns after months on job

TazaPulseJuly 21, 2026

U.S. President Donald Trump holds an executive order related to AI after signing it during the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters Chris Fall, the head of the Center for AI Standards and Innovation, resigned from his role as director just three months after he...

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Boeing takes the right approach on new planes. Plus, a word of caution this earnings season

TazaPulseJuly 20, 2026

Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. 1. Wall Street was mixed Monday as semiconductor stocks rebounded from last week’s sharp sell-off and oil prices eased after Iranian officials signaled a willingness to pursue diplomacy despite continued...

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Archer stock pops as company unveils military craft with Anduril

TazaPulseJuly 20, 2026

Archer Aviation CEO Adam Goldstein said the company is laser-focused on getting its air taxis certified and flying by the 2028 Olympics in Los Angeles. “It’s always been an ambitious goal,” he told CNBC’s Phil LeBeau on Monday at the Farnborough Air Show in the U.K. “It’s still an ambitious goal, but we’re certainly going...

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Alphabet stock pops on report it’s developing a more efficient AI chip

TazaPulseJuly 20, 2026

Alphabet shares climbed 3% on Monday after The Information reported the company is developing a new server chip, internally dubbed “Frozen v2,” designed to run Gemini models more efficiently. The chip would permanently embed parts of Gemini’s architecture directly into the silicon, reducing the number of calculations and amount of data movement required to answer...

Microsoft signs on to rack AI system that rivals Nvidia

TazaPulseJuly 20, 2026

After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft. It’s the first rival to Nvidia‘s wildly popular Grace Blackwell and Vera Rubin systems, and is aiming to give the world’s most valuable...

5 things to know before the stock market opens Monday

TazaPulseJuly 20, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. Spain won the World Cup yesterday in an extra-time nailbiter. But the financial winner might be FIFA, which is set to net more than $9 billion in revenue for 2026. Stock futures are higher this morning as traders look to...

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China’s Zhongji Innolight sees shares surge after Hong Kong listing approval

TazaPulseJuly 20, 2026

Encryption Edge Computing Data Lake Just_super | E+ | Getty Images Shares of China’s Zhongji Innolight surged as much as 8% Monday before paring some gains, after the company received approval for a major Hong Kong listing worth up to $8 billion on Friday, in what is likely to be one of the city’s biggest...

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Bezos backs CuspAI as startup hunts for new chip materials with Nvidia

TazaPulseJuly 20, 2026

Jeff Bezos has invested in CuspAI, a British startup which on Monday unveiled a partnership with Nvidia and a number of other industry leaders as it hunts for breakthroughs in semiconductors, clean energy and advanced manufacturing. The $450 million fundraise, which values CuspAI at $2.6 billion, was led by Kleiner Perkins and NEA, with significant...