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Technology

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Buy this, sell that — plus, another one has 30% upside ‘written all over it’

TazaPulseMay 21, 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 Thursday’s key moments. 1. Stocks fell Thursday as U.S. oil prices climbed back above $100 a barrel. Optimism faded on an Iran peace deal after reports that Iran’s supreme leader would not allow...

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Here we go again with Nvidia falling on earnings. What the sellers are missing

TazaPulseMay 21, 2026

At this point, it’s undeniable that the issue with Nvidia stock is sentiment, or rather disbelief. Yep, that’s it. Disbelief. There’s no other way to explain the muted stock reaction to Nvidia’s quarterly report — not only after Wednesday night’s blowout, but over the past several quarters. “Demand has gone parabolic,” CEO Jensen Huang said...

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Strategy’s Michael Saylor says tokenization will let investors ‘shop’ for yield

TazaPulseMay 21, 2026

Bitcoin evangelist Michael Saylor said the coming tokenization of financial assets could change how credit and yield are priced across the economy and pose a direct challenge to traditional banking and brokerage businesses. “The real power of tokenization is it creates a free market in credit formation and yield for asset owners,” the Strategy founder...

Technology

Spotify stock pops on guidance at first investor day since 2022

TazaPulseMay 21, 2026

Nikos Pekiaridis | Nurphoto | Getty Images Spotify shares jumped 6% after the music streaming platform laid out guidance for 2030 at its first investor day since 2022. The company forecasted revenue at a compounded annual growth rate in the mid-teens and gross margins between 35% and 40%. Spotify referred to plans to reach 1...

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5 things to know before the market opens Thursday

TazaPulseMay 21, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. The Memorial Day travel period got off to a bumpy start yesterday: Flyers at New York’s LaGuardia Airport faced delays after a sinkhole — yes, a sinkhole — shut down a runway. Stock futures are ticking lower this morning following...

Technology

Quantum stocks soar as U.S. reportedly plans ‘award’, equity stakes

TazaPulseMay 21, 2026

International Business Machines Corp. (IBM) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 8, 2025. Michael Nagle | Bloomberg | Getty Images Quantum computing shares popped in premarket trading on Thursday, following reports that the U.S. government will award $2 billion in grants to nine...

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AMD to invest $10 billion in Taiwan’s AI industry to advance chips

TazaPulseMay 21, 2026

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images AMD on Thursday said it will invest more than $10 billion across Taiwan’s semiconductor and AI ecosystem to advance chip...

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Starlink, U.S. dominance in satellites is ‘dangerous’: Telecoms CEO

TazaPulseMay 21, 2026

The CEO of one of France’s biggest engineering groups told CNBC that Europe mustn’t rely on U.S. infrastructure, warning of “dangerous” over-reliance on infrastructure like Elon Musk‘s Starlink. “There [are] two things for the future where we need [Europe to] realize how big it is. This is AI, and this is satellite,” Bouygues CEO Olivier...

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Tesla brings ‘Full Self-Driving’ to China after years of delays as local EV rivals race ahead

TazaPulseMay 21, 2026

Consumers with the Tesla Model Y L electric vehicle in Tesla stores in Shanghai, China on October 19, 2025. CFOTO | Future Publishing | Getty Images After years of delays, Tesla announced Thursday that its “Full Self-Driving” capabilities are now available for its electric vehicles sold in China, as China’s domestic EV brands have long since rolled...

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Ubisoft shares fall, Assassin’s Creed maker warns of annual profit loss

TazaPulseMay 21, 2026

Ubisoft shares plunged 18% on Thursday after the Assassin’s Creed maker warned of further losses this year. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news. Source link