ValueAct's Mason Morfit unveiled a stake in BlackRock , saying the firm could lead on investment management software. Morfit, the activist investing firm's co-CEO, disclosed the holding for the first ...

CNBC’s Jim Cramer explains why he is keeping an eye on shares of Marvell Technology.

While U.S.-China AI competition has focused on intelligence, businesses in China have a different benchmark for choosing AI tools.

Morgan Stanley's Andrew Slimmon discusses why he sees staying power in the AI trade, arguing that recent volatility is sentiment-led and that the earnings growth story in large-cap technology still ...

SoftBank has now locked in one of the largest single bets in the history of private technology, completing a $40 billion commitment to OpenAI that cements the Japanese conglomerate as a central player ...

CNBC's Julia Boorstin sits down with Arati Prabhakar, former White House science and technology advisor and ex-director of DARPA, for a conversation on leadership, artificial intelligence, and how ...

Skip the noise. Get the download. Hosted by Arjun Kharpal and Steve Kovach, CNBC's “The Tech Download” podcast cuts through the noise to unpack the technology stories that matter most. Each season ...

On CNBC's “Halftime Report Final Trades,” Joe Terranova, senior managing director for Virtus Investment Partners, named Chubb Limited (NYSE: CB) as his final trade. On Dec. 16, Mizuho analyst Yaron ...