Technology -

Technology

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Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock

TazaPulseSeptember 28, 2026

Nvidia’s massive new stock buyback is exactly the kind of move Jim Cramer has been calling for. The chipmaker’s board greenlit an additional $150 billion in share repurchases , bringing its total remaining authorization to $235 billion. Nvidia said Monday the increase is the largest in history and expects to complete the program through fiscal...

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5 things to know before the stock market opens Monday

TazaPulseSeptember 28, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. The nor’easter derailed my plans for an outdoor run over the weekend. Instead, I took a “Heated Rivalry”-themed workout class, so I wouldn’t say the show’s buzz has worn off quite yet. Stock futures are falling this morning. Wall Street...

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Nvidia’s Jensen Huang: AI distillation is competition

TazaPulseSeptember 28, 2026

Nvidia CEO Jensen Huang has said AI model distillation — models being trained on other models’ outputs — is “competition,” despite the White House calling it theft. Distillation has become a key flashpoint in tensions between the U.S. and China in their race for AI supremacy. U.S. officials have accused Chinese AI companies of distillation....

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Meta hires MongoDB CEO CJ Desai

TazaPulseSeptember 28, 2026

Chirantan “CJ” Desai Business Wire | AP MongoDB CEO CJ Desai is joining Meta Platforms as its chief enterprise platform officer and will report directly to Meta CEO Mark Zuckerberg. Desai, who was in his role at MongoDB for less than a year, will be leading the social media giant’s new Meta Enterprise Platform for...

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Dario Amodei set to have dinner with Trump after missing state dinner

TazaPulseSeptember 28, 2026

Dario Amodei, co-founder and chief executive officer of Anthropic, during an interview at Anthropic’s headquarters in San Francisco, California, US, on Thursday, April 30, 2026. Jason Henry | Bloomberg | Getty Images Anthropic CEO Dario Amodei will join President Donald Trump for a private dinner at the White House on Sunday, CNBC confirmed, in what...

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Meta’s Muse is attacking one of economy’s most profitable weak spots

TazaPulseSeptember 27, 2026

For years, subscription businesses have benefited from a simple fact of consumer behavior: people are much better at signing up than canceling. They forget what they joined. They stop using services but keep paying. A $9 or $15 monthly charge can disappear into a credit card statement for months or even years. With the rollout...

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Meta, Microsoft led tech higher last week despite soaring bond yields

TazaPulseSeptember 26, 2026

Stocks swung through a volatile week as surging Treasury yields and rising expectations for additional Federal Reserve rate hikes collided with renewed strength in technology names. The tech-heavy Nasdaq led the major averages, rising 2% for the week, while the S & P 500 jumped 1%. The Dow Jones Industrial Average eked out a 0.3%...

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Apple faces more than $5.7 billion patent infringement verdict

TazaPulseSeptember 26, 2026

Attendees take photos of the new iPhone Duo during an Apple event at the Steve Jobs Theater in Apple Park in Cupertino, California, on Sept. 9, 2026. Karl Mondon | AFP | Getty Images A federal jury in San Diego awarded Taction Technology more than $5.7 billion in damages Friday after finding that Apple infringed...

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The blue-collar AI job is booming. Will data center backlash bust it?

TazaPulseSeptember 26, 2026

Construction workers build a new data center in Stone Ridge, Virginia on August 12, 2026. Brendan Smialowski | Afp | Getty Images When most people think of AI and jobs, the conversation often pivots to which occupations are most likely to be obliterated by its arrival. But, at least for some professions, the AI boom...

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China suppliers eye U.S. AI data center boom

TazaPulseSeptember 26, 2026

China and the U.S. may be competing for dominance in artificial intelligence, but some Chinese manufacturers are eyeing the U.S. data center buildout as an opportunity. “We can see very big potential in the U.S. market,” said S.K. Lee, a global vice president with Singapore-registered Brightray, an AI infrastructure company. “The China market is equally...