CNBC Tech - Gaming

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1. Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

   Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI

2. Rocket Lab surges 30% to fresh highs on revenue beat, record-setting launch deal

   Enthusiasm for space stocks has skyrocketed ahead of SpaceX's anticipated IPO.

3. Jim Cramer says this struggling stock could remain under pressure in AI-driven market

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

4. AWS data center outage hits trading on FanDuel, Coinbase — recovery to take hours

   The cloud platform says it is currently working to resolve the outage, caused by overheating at a data center in Northern Virginia.

5. Fitness wearable Whoop to offer on-demand clinician access to U.S. users

   Whoop is introducing on-demand clinician access and AI-powered health guidance, largely included in the price of membership.

6. Anthropic's Mythos set off a cybersecurity 'hysteria.' Experts say the threat was already here

   The arrival of Anthropic's Mythos jolted banks, software giants and governments into reckoning with a new era of cyber attacks. But the threat is already here.

7. Jobs report, hostilities in the Strait of Hormuz, used car prices and more in Morning Squawk

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

8. Akamai stock soars 20% on earnings, $1.8 billion AI infrastructure deal

   Cybersecurity and cloud computing firm Akamai reported first-quarter earnings on Thursday and saw its cloud infrastructure business grow 40% year-on-year.

9. The Tech Download: Meta, Google enter AI agent race as ‘agentic wars’ heat up

   The viral personal assistant OpenClaw has triggered a rush among Big Tech to build agentic tools.

10. Sony targets double-digit profit growth despite slowdown in PlayStation 5 sales amid memory price crunch

    While hardware sales took a hit in Sony's fourth-quarter, strong revenue from its image sensing and music businesses offset the dip.