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Technology

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Why Anthropic was No. 1 on this year’s list

TazaPulseMay 19, 2026

This year’s Disruptor 50 list, with Anthropic at No. 1, followed by OpenAI, features companies that are using technology — primarily AI — to challenge existing industries and build new ones. With explosive growth — CEO Dario Amodei says revenue grew 80 times in the first quarter — Anthropic has had one of the fastest...

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How we chose this year’s companies

TazaPulseMay 19, 2026

The CNBC Disruptor 50 was not created to be an AI list, but it most certainly is one now. Forty-three of the 50 companies in the 2026 list class say AI is essential to their disruptive business models. That’s the key — AI is at the center of the business model, driving user adoption and...

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Blackstone to invest $5 billion in AI infrastructure venture with Google

TazaPulseMay 19, 2026

The Google Cloud logo is displayed on a high-definition digital monolith at the entrance of the Google pavilion during the Mobile World Congress in Barcelona, Spain, on March 5, 2026. For the 2026 edition, Google Cloud showcases its developments in the ”IQ Era” by unveiling new Agentic AI solutions for telecommunications, powered by the Gemini...

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How the Iran war is raising costs for AI chip companies

TazaPulseMay 19, 2026

The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran war is putting pressure on their supply chains and profitability. A spiraling conflict in the Middle East has seen oil prices skyrocket and supply chains crucial to the tech sector hamstrung. Shortages of key chipmaking...

Jim Cramer says this is how to play a market rotation — and one stock he’d buy

TazaPulseMay 19, 2026

CNBC’s Jim Cramer said investors navigating Monday’s volatile market should use sharp pullbacks as buying opportunities rather than chasing short-lived rallies. “You go to your machine that you use for stocks,” the “Mad Money” host said. “You query it for the top ten largest losers in the S&P 500. If you like any of them…then...

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Alphabet’s AI showcase is its chance to wow Wall Street

TazaPulseMay 19, 2026

An Android character is displayed in front of a building on the Google headquarters campus on July 23, 2025 in Mountain View, California. Justin Sullivan | Getty Images Alphabet‘s stock is up 140% over the past year, with a cloud business that is growing faster than Amazon’s and Microsoft’s. But 18 months ago, the Google...

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Intel CEO says foundry business is gaining momentum as customer interest grows

TazaPulseMay 19, 2026

Intel CEO Lip-Bu Tan said Monday that the company’s external manufacturing business is gaining traction, emerging as a key piece of the chipmaker’s turnaround. “Foundry is very important,” Tan told Jim Cramer on CNBC’s “Mad Money.” “It’s one of the key national treasures.” Intel’s manufacturing business, known as foundry, is of the most expensive and...

It’s not too late to buy Nvidia. Here are the reasons we say ‘own it, don’t trade it’

TazaPulseMay 19, 2026

Want to start an Nvidia position but think it’s too late? The stock hit an all-time high on Thursday and has quickly dropped 7% since then. We know that Nvidia can swing wildly in the near-term. With earnings coming up on Wednesday evening, we feel that a “beat and raise” quarter is the minimum requirement....

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Seagate leads memory sell-off after CEO’s comments about new factories

TazaPulseMay 18, 2026

Shares of memory chip maker Seagate slipped more than 8% Monday, leading a group-wide sell-off after comments from CEO Dave Mosley raised concerns that it won’t be able to meet the soaring demand fueled by the artificial intelligence buildout. Mosley was asked at a JPMorgan conference on Monday what it would take to add unit...

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5 things to know before the market opens Monday

TazaPulseMay 18, 2026

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. My half marathon in Brooklyn over the weekend ended on Coney Island, and all the signage for hot dogs reminded me of a not-so-fun fact: Frankfurters are over 10% costlier than a year ago. Stock futures are lower this morning....