CNBC Tech - Gaming

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1. Cisco's stock pops 14% on surging AI orders, as company says it's cutting almost 4,000 jobs

   Cisco's AI story has finally started resonating with Wall Street, with the stock hitting a record late last year and continuing to rally in 2026.

2. AI-driven cyberattacks will start to be the 'new norm' in months, Palo Alto warns

   The rise of increasingly sophisticated AI models is putting pressure on cybersecurity teams to step up their defenses for newer and faster cyberattacks.

3. Why this unheralded AI stock can go higher despite its recent massive rally

   The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

4. Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'

   Musk has accused Altman and another OpenAI co-founder of trying to "steal a charity"

5. Anduril doubles valuation to over $60 billion as defense tech funding boom continues

   The company is working on space-based interceptors for Trump's $185 billion Golden Dome defense system

6. Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot

   Amazon introduced Alexa for Shopping, an e-commerce bot that can answer queries and take actions on behalf of users

7. Nvidia's Jensen Huang bets on this British startup to build 'next frontier' of AI

   Months-old Ineffable Intelligence announced a record $1.1 billion seed round in April.

8. Inflation jumps, Altman's testimony, Huang joins Trump's China visit and more in Morning Squawk

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

9. Alibaba jumps as it strikes bullish tone on AI investments, even as profit plunges

   Alibaba on Wednesday said its core profitability plunged in the March quarter amid heavy investments in tech and e-commerce.

10. China's Tencent sees boost from gaming, AI demand even as revenue comes in weaker than expected

    The tech giant reported its first-quarter 2026 earnings on Wednesday.