Tag: Microsoft Corp
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CNBC Daily Open: The rise of the White House contrarian trade
The demands of the White House are challenged, with a near-certain rate hike from the Fed, a vote-down of the Clarity Act and more warnings from the AI space.
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Trump calls AI fears a ‘hoax’, Treasury yields surge, Moynihan’s warning and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Microsoft sets limits for future AI models as industry throttles frontier development
Microsoft wants to be seen as a responsible AI entity as it ramps up model development alongside partners Anthropic and OpenAI.
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Stocks stumble on inflation fears, but 2 of our names give us reasons to stay bullish
Stocks came under pressure last week as surging oil prices and bond yields stoked renewed concerns about inflation and the Fed’s next move.
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Bank of America says these stocks have more room to run, including one tech giant
Bank of America says there are several stocks that are too attractive to ignore.
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Here’s the inflation breakdown for August 2026 — in one chart
Inflation remained stubbornly high in August, largely on the back of higher energy prices amid the Iran war, economists said.
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Y Combinator’s Garry Tan says ‘do nothing’ about distillation as AI giants accuse China of copying their tech
At Y Combinator’s annual Demo Day, CEO Garry Tan explained why he’s less concerned about frontier AI model distillation and the existential risk of AI.
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Oracle options are doing something curious heading into earnings
If ever there were a stock that captured the hopes and fear of the AI trade, it’s Oracle.
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