Trump to have dinner with Anthropic CEO Amodei at the White House, Axios reports

Athropic CEO Dario Amodei is set to have dinner with President Donald Trump at the White House on Sunday, Axios reported.

Meta's Muse agent is attacking one of the economy's most profitable weak spots

Meta's Muse AI personal agent will work over your credit card spending if you don't mind the invasion. How big a threat is it to the subscription economy?

Debt-hungry AI companies face increased risk as bond yields spike

The AI infrastructure buildout shows no sign of slowing, but the surge in Treasury yields means it's at least going to cost more.

OpenAI expands review of model behavior after more rogue agent incidents emerge

OpenAI is conducting an extensive review of misaligned model activity after disclosures involving an Australian government portal and other websites.

Meta and Microsoft led tech stocks higher last week despite soaring bond yields

Here's a look at the three developments that drove the action in our portfolio last week.

Apple faces $5.7 billion patent infringement verdict over iPhone and Apple Watch haptics

A federal jury awarded Taction Technology more than $5.7 billion after finding Apple infringed claims from two haptics patents. Apple plans to appeal.

The blue-collar AI job market is booming. Will data center backlash make it go bust?

The public has soured on AI data centers and states are slowing development, but for HVAC, plumbing, welding, and electrical workers, it's been a jobs boom.

China wants in on U.S. AI data center boom. Here's why

Chinese data center manufacturers see U.S. AI infrastructure demand as an opportunity, but roadblocks remain

Chinese AI models surge in global popularity — and Washington is worried

Usage of Chinese AI models by businesses across the globe has increased substantially in 2026.

How recent grads and college students should be thinking about AI, the CV, and the job market

It is getting harder for college students and recent graduates to be seen in the job market as AI is used as a hiring tool and demanded by employers as a skill.

Trump says Scott Bessent won't be AI czar

President Donald Trump said Treasury Secretary Bessent doesn't want to be what the president is calling the "Super Intelligence czar."

U.S. appeals court upholds Pentagon designation of Anthropic as supply chain risk

Yields keep rising, Novo's tough week, why cat product sales are surging and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

Microsoft packages business AI in single app as it tries to compete with Anthropic

With Microsoft still searching for a winning AI strategy, the company its updating its Copilot app to combine more capabilities.

Trump and Xi dined with AI's biggest names. Here's what we know about tech talks so far

AI was a key topic during Trump-Xi talks on Thursday, after safety concerns shot to the top of the global geopolitical agenda in recent weeks.

Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent

Oracle Japan shares surged after the company reported record fiscal first-quarter sales and profits.

Tesla poised to scale production of heavy-duty Semi trucks with opening of Nevada factory

Elon Musk's automaker is set to open its first heavy-duty truck factory in Sparks, Nevada, as Tesla seeks to expand its reach.

Meta gets to consumer AI device market before OpenAI, but Zuckerberg's strategy remains unproven

Meta CEO Mark Zuckerberg's new Muse Charm device is intended to put his company ahead of rivals like OpenAI and Google in AI agents and consumer hardware.

Oracle shares drop on report it sent 'force majeure' notice about data center project

Oracle is reportedly looking to delay payment on Project Jupiter if it the data center fails to come online in 2028

Xi arrives in D.C., Treasury yields hit multiyear highs, McDonald's growth plan and more in Morning...

Here are five key things investors need to know to start the trading day.