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There’s a structural shift taking place in AI that investors may be missing. How to play it

There’s a structural shift taking place in AI that investors may be missing. How to play it

Advanced Micro Devices has recently transformed from emerging artificial intelligence supplier to validated infrastructure partner with its recent deal with Meta , and the market is only beginning to price in what that means. For the past two years, AMD was viewed as a technically capable challenger in artificial intelligence, but one that remained largely…

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European defense companies must collaborate to succeed

European defense companies must collaborate to succeed

European defense companies must take a stronger lead on collaborating to help the continent become independent of the U.S. security umbrella, Leonardo‘s CEO told CNBC. Speaking with CNBC’s “Squawk Box Europe” on Wednesday after Leonardo’s annual results statement, Roberto Cingolani said European defense companies have “all the capabilities and technical skills” and should not wait…

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Axon Enterprise (AXON) Q4 2025 earnings

Axon Enterprise (AXON) Q4 2025 earnings

Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise‘s stock surged more than 18% after the maker of Tasers, body cameras and drones topped Wall Street’s fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing…

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DoorDash takes on Resy, OpenTable as restaurant reservation wars heat up

DoorDash takes on Resy, OpenTable as restaurant reservation wars heat up

Now available on your favorite food delivery app: restaurant reservations. The still-simmering reservation wars of the last decade could fully reignite this year, as a shifting tech landscape pits some of the biggest players against each other to capture businesses and users alike. Reservation incumbents, delivery app newcomers and premium credit card partnerships are all…

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David Tepper sends scathing letter to Whirlpool

David Tepper sends scathing letter to Whirlpool

David Tepper, Appaloosa Management Peter Foley/Bloomberg | Getty Images David Tepper, billionaire founder of hedge fund Appaloosa Management, sent a strongly worded letter to Whirlpool‘s board, accusing the appliance maker of destroying shareholder value and calling for sweeping changes to its strategy. Tepper said in the letter that he watched with “a certain astonishment” as…

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