Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
Meta signs $27 billion deal with Nebius for AI infrastructure
In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
It’s wartime, not peacetime for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both…
Family offices double down on AI as startup fundraising hits record
Laurene Powell Jobs attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown on September…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
5 things to know before the stock market opens Monday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. With the Winter…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
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…
An AI stock showing a classic uptrend that investors should ride for as long as possible
As cloud plays like Arista Networks, Inc. (ANET) have continued to impress, there have been numerous calls for…