We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
Concerns over Oracle’s debt spill over into its projects
A view of Oracle’s headquarters in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have…
Bank of America’s top chip stocks to play AI in 2026
Bank of America says artificial intelligence is still the trade to make in 2026. In a Tuesday note,…
AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
Debt worries continue to weigh on AI-related stocks
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15,…
5 things to know before the stock market opens Monday
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York…
Stocks stuck between AI anxiety, economic enthusiasm
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator.) The market remains…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
The stock market believes Google is now winning the AI race over OpenAI, Nvidia
Alphabet-owned Google just gained a leg up over OpenAI’s ChatGPT, according to recent stock market performance. Shares of…
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…