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News
Why data centers could be the next big market for catastrophe bonds
1+ day, 4+ hour ago (775+ words) The rapid buildout of hyperscale data centers is creating tens of billions of dollars of concentrated physical assets — and an insurance challenge that traditional markets may struggle to handle on their own. The soaring value of data center assets, which…...
Energy reliability is crucial for hyperscalers, says Barclay's Dave Anderson
1+ day, 11+ hour ago (37+ words) Dave Anderson, Barclay’s U.S. energy services & technology analyst, joins 'Closing Bell Overtime' to talk the state of energy, the impact of energy demand from the AI buildout,... Energy reliability is crucial for hyperscalers, says Barclay's Dave Anderson...
Give this bull market the benefit of the doubt, says Truist's Keith Lerner
1+ day, 12+ hour ago (30+ words) Keith Lerner, Truist Wealth chief investment officer, joins 'Closing Bell Overtime' to talk the week's market moves. Give this bull market the benefit of the doubt, says Truist's Keith Lerner...
Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
1+ day, 16+ hour ago (21+ words) The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying....
Bonds are going on tilt. How to play them, says Mike Khouw
1+ day, 16+ hour ago (204+ words) Warren Buffett once said interest rates are to asset prices what gravity is to matter. If the options market is correct, things could get heavy. Case in point: the TLT, the iShares 20+ Year Treasury Bond ETF, which seeks to track…...
Orlando Bravo: AI buildout is very dependent on rates and stocks to fuel it
2+ day, 14+ hour ago (315+ words) CNBC Orlando Bravo: AI buildout is very dependent on rates and stocks to fuel it Notice of Right to Opt-Out of Sale/Sharing and Targeted Advertising If you reside in one of these states (or are an authorized agent) you…...
AI is losing its stranglehold on the U.S. stock market. Here's why
2+ day, 15+ hour ago (18+ words) CNBCâs Oliver Renick joins âSquawk on the Streetâ to discuss the latest trading activity on Oracle....
AI can do a lot for you. It can also do a lot to you, says ServiceNow CEO Bill Mcdermott
2+ day, 17+ hour ago (41+ words) CNBC AI can do a lot for you. It can also do a lot to you, says ServiceNow CEO Bill Mcdermott...
Watch CNBC's full interview with ServiceNow CEO Bill McDermott
2+ day, 17+ hour ago (19+ words) CNBC Watch CNBC's full interview with ServiceNow CEO Bill McDermott...
Airbnb CEO Brian Chesky: AI is an existential risk to everyone, if we don't use it
2+ day, 18+ hour ago (26+ words) Watch CNBC's full interview with Airbnb CEO Brian Chesky CNBC Airbnb CEO Brian Chesky: AI is an existential risk to everyone, if we don't use it...