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Nvidia’s big dividend hike could pave the way for higher payouts — who may be next

Nvidia’s big dividend hike could pave the way for higher payouts — who may be next

Nvidia’s massive dividend boost could lay the groundwork for other big tech companies to follow suit. The chipmaker has seen “parabolic” demand for its artificial intelligence chips in data centers and recently said it will expand into chips for personal computers — which will ” reinvent the PC ,” according to CEO Jensen Huang. That … Read more

We’re upping our Palo Alto price target after strong earnings vanquish AI disruption fears

We’re upping our Palo Alto price target after strong earnings vanquish AI disruption fears

Palo Alto Networks reported a strong beat-and-raise quarter Tuesday night, putting to rest any lingering doubt that it will be disrupted by artificial intelligence. The stock was volatile in after-hours trading, but considering its blistering rally into earnings, it’s not surprising to see this kind of reaction. Revenue for the company’s fiscal 2026 third quarter … Read more

CNBC Daily Open: Trading the signals vs the noise

CNBC Daily Open: Trading the signals vs the noise

Anthropic co-founder and CEO Dario Amodei speaks on an artificial intelligence panel during Inbound 2025 Powered by HubSpot at Moscone Center on in San Francisco, Sept. 4, 2025. Chance Yeh | Getty Images Entertainment | Getty Images Hello, this is Katie Foley writing to you from London. Welcome to today’s edition of the Daily Open … Read more

Tuesday’s big stock stories: What’s likely to move the market in the next trading session

Tuesday’s big stock stories: What’s likely to move the market in the next trading session

A rally in tech stocks helped the market overcome the drag of higher oil prices and lifted the S&P 500 to a new all-time high and a closing record Monday. Source link

SentinelOne stock drops 12% as cyber firm trims headcount to boost AI investments

SentinelOne stock drops 12% as cyber firm trims headcount to boost AI investments

This photograph shows the logo of the logo of SentinelOne during the 18th edition of the “InCyber” Forum, an international cyber security event, at the Grand Palais in Lille, northern France on April 1, 2026. Sameer Al-doumy | Afp | Getty Images SentinelOne shares sank 12% as the cybersecurity company laid off 8% of its … Read more

CNBC Daily Open: The ‘outwaiting’ game hampers Iran peace talks

CNBC Daily Open: The ‘outwaiting’ game hampers Iran peace talks

U.S. President Donald Trump (C-L) speaks during a Cabinet meeting in the Cabinet Room of the White House on May 27, 2026 in Washington, DC. Win McNamee | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s edition of the Daily Open newsletter. In some ways, we end the … Read more

The Middle East war is testing the Gulf’s ambitions to become an AI hub

The Middle East war is testing the Gulf’s ambitions to become an AI hub

This photo taken on April 3, 2026 shows an exterior view of the U.S. Oracle tech corporation in Dubai, the United Arab Emirates. Iran’s Islamic Revolution Guard Corps IRGC said Thursday that it had hit a data center of the U.S. Oracle tech corporation based in Dubai, the United Arab Emirates. (Photo by Wen Xinnian/Xinhua … Read more

Intuit plans to cut workforce by about 17% as tax software maker reckons with slowing growth

Intuit plans to cut workforce by about 17% as tax software maker reckons with slowing growth

Intuit CEO Sasan Goodarzi speaks at the ribbon-cutting ceremony during opening night at Intuit Dome in Los Angeles on Aug. 15, 2024. Amy Sussman | Wireimage | Getty Images Tax and finance software maker Intuit said Wednesday that it’s cutting 17% of its full-time workforce, the latest tech company to announce a mass downsizing during … Read more

CNBC Daily Open: ‘Strategic triangle’ put to the test

CNBC Daily Open: ‘Strategic triangle’ put to the test

In this pool photograph distributed by the Russian state agency Sputnik, Russia’s President Vladimir Putin and China’s President Xi Jinping shake hands during a signing ceremony following their talks in Beijing on May 16, 2024. Sergei Bobylyov | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s … Read more

Cybersecurity stocks are back with a vengeance. Here are three in Josh Brown’s list

Cybersecurity stocks are back with a vengeance. Here are three in Josh Brown’s list

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Of all the horrendous nonsense we were forced to entertain this spring, none of it was more horrendously nonsensical than the idea of people vibe-coding their own cybersecurity solutions. I was … Read more

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