Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about…
Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to…
Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they…
Nvidia is no longer the most popular AI trade. Can it regain its crown?
Nvidia reports earnings on Wednesday, and this time it’s different for one reason: The chipmaker is no longer…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
AI stocks valuation, China October trade data
SHENZHEN, CHINA – AUGUST 26: An aerial view of the Shenzhen skyline on August 26, 2020 in Shenzhen,…
5 things to know before the stock market opens Wednesday
A trader works at the New York Stock Exchange on Nov. 3, 2025. NYSE This is CNBC’s Morning…
AI trade frenzy seems driven by a ‘virtuous’ cycle
Jensen Huang, CEO of Nvidia, attends a press conference after the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit…
How OpenAI Uses Complex and Circular Deals to Fuel Its Multibillion-Dollar Rise
Sam Altman, the chief executive of OpenAI, says that technological revolutions are driven by more than just technology.…