South Korea Kospi bull market: SK Hynix, Samsung, AI trade
Employees celebrate the close of trading for the year at the Korea Exchange (KRX) on Monday, Dec. 30,…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
AI’s costly buildout complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
We’re lifting our price target on Cardinal Health after issuing rosy profit guidance
Cardinal Health on Tuesday showed why the healthcare distributor belongs in our portfolio, delivering robust full-year earnings guidance…
AI computing power becomes a tradable asset class as CME starts futures
Nvidia showed CNBC its latest Rubin GPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE S&P 500 futures edged lower on…
Berkshire Hathaway earnings Q2 2026
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Crypto’s infrastructure era arrives, with AI agents poised to reshape demand
For years, the crypto industry’s biggest challenge has been finding users beyond traders. Now, some of its largest…