CNBC Tech - Gaming

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1. Palo Alto CEO says customer meeting requests have surged amid AI security concerns

   Palo Alto Networks CEO Nikesh Arora said artificial intelligence is increasing demand for cybersecurity solutions.

2. Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification

   CNBC's Jim Cramer said investors should consider adding exposure to out-of-favor sectors if investors begin rotating away from high-flying technology stocks.

3. Alphabet's plan to sell $80 billion in stock to fund its AI buildout isn't all bad

   It's the latest step in an aggressive effort by big tech companies to secure future funding for AI infrastructure.

4. Palo Alto Networks tops earnings as AI fuels cybersecurity urgency

   The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.

5. Microsoft unveils new AI models to lessen reliance on OpenAI and lower costs for developers

   At its Build developer conference, Microsoft announced a series of generative AI models to try and crack a market controlled by OpenAI, Anthropic and Google.

6. Bitcoin drops back under $70,000, Strategy extends its slide

   Bitcoin on Tuesday fell below $70,000 for the first time since April amid deteriorating market sentiment.

7. Goldman Sachs CEO David Solomon says markets are in 'greed' mode as AI companies seek billions

   Goldman Sachs CEO David Solomon's comments come as investors prepare for what will be one of the busiest periods for equity issuance in years.

8. Trump signs AI executive order asking companies to give government early access to models

   AI developers, on a voluntary basis, are asked to collaborate with the government and provide early access to frontier models.

9. Like Dell, now HPE surges on a massive guidance hike. Yes, business is that good

   Betting against this trade, at least for now, may well be your ticket to the graveyard.

10. Commodities regulator alleges Winklevosses' Gemini crypto exchange was politically targeted

    CFTC chair Michael Selig said the agency's enforcement action against Gemini was part of a broader campaign against the crypto industry under President Biden.