Seema Mody

Investors see a potential AI slowdown as problematic for companies tied to the data center buildout.

CNBC's Seema Mody reports on news regarding the latest CNBC Technology Executive Council Survey.

Karp said Chinese models can't be blamed for distilling U.S. models when the frontier labs "distilled all the value of IP, everywhere."

Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on companies they lend to.

GE Vernova turbines are powering Elon Musk's xAI Colossus 1 data center and Microsoft just bought seven to power its data center in Texas.

CNBC's Seema Mody got an exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina offer fresh evidence that the AI boom is only getting started. Inside the factory, engineers are working side-by-side factory workers to speed up production of this complex machine. Two hundred workers were hired last year and three hundred more are expected to start working at this factory by end of year. Prices of gas turbines are surging more than 300% since 2023.

CNBC's Seema Mody reports on the rapid pace SpaceX has raised money in the bond market and what catalysts could move the company's stock in the coming weeks, including a potential inclusion into the Nasdaq 100.

SpaceX opened trading Friday at $150 under the ticker SPCX.

Seema Mody spoke to two investors who shared that SpaceX is working with bankers to finetune its messaged tied to its loss-making AI business xAI ahead of the company's IPO roadshow this week.

Are we in an ETF bust or boom? Innovator from Goldman Sachs Asset Management chief investment strategist Tim Urbanowicz and Tidal Financial Group CEO Gavin Filmore sit down with CNBC’s Seema Mody to talk about an industry that seems to be growing faster than the stocks it covers. There are now roughly one-thousand more ETFs than stocks in the marketplace. Filmore says as long as asset inflows continue, he sees no reason for a slowdown.