SpaceX stock falls 13% as AI spending surge rattles investors and massive share unlock looms

CEO Elon Musk said SpaceX would hit $1 trillion in annual revenue in 2030 versus a previous forecast of 2031 as he looked to ...

Compass Datacenters CEO on data center moratoria: Don't ban them, raise the bar for developers

Chris Crosby, Compass Datacenters CEO, joins 'Power Lunch' to discuss the recent pushback on data centers, the future of the ...

Investors need to be careful and patient with Sandisk's stock, says KKM Financial's Jeff Kilburg

Jeff Kilburg, KKM Financial, joins 'Power Lunch' to discuss the expert's thoughts on SanDisk, the semiconductor sector and ...

Baird Strategas' Todd Sohn on the markets: 'Boring is better in this type of environment'

Todd Sohn, chief ETF strategist at Baird Strategas, joins CNBC's 'Power Lunch' to discuss Michael Burry's bet against the ...

Microsoft AI exec tells developers to default to OpenAI's top model as part of efficiency push

Microsoft is taking advantage of its intellectual property rights with OpenAI, encouraging employees to use the company's top ...

SpaceX is heavy on ambitions but light on details, says CFRA's Keith Snyder

Keith Snyder, CFRA Research senior equity analyst, joins 'The Exchange' to discuss the analyst's thoughts on SpaceX, drivers ...

Good news for investors when hyperscalers announce more capex, says MAI's Chris Grisanti

Chris Grisanti, MAI Capital chief market strategist, joins 'The Exchange' to discuss the strategist's view on equity markets, ...

OpenAI, Anthropic agents participate in new 'unsanctioned' AI behavior

CNBC's Kate Rooney reports on news regarding Anthropic.

Watch CNBC's full interview with Baird Strategas' Todd Sohn

Todd Sohn, chief ETF strategist at Baird Strategas, joins CNBC's 'Power Lunch' to discuss Michael Burry's bet against the market rally, what investors should be watching, and more.

Manager of DRAM memory chip stock trade blockbuster ETF is back with new AI thematic bet

Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting ...

Affordability is a 'defining challenge' for Americans, with food costs leading the way, report finds

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, ...

This healthcare products company is well positioned to deliver strong results over the long term

Harvey Stober, senior equity analyst and correspondent at CNBC, explains why West Pharmaceutical Services’ competitive moat, ...