SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Co-Packaged Optics and Systems Optionality
Coherent COHR is widening its datacenter portfolio beyond transceiver pluggables into optical circuit switching systems and co-packaged optics. This…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Here are things going right for stocks despite new Iran war setbacks
When the stock market opens on Monday, we will once again face the interaction between bonds and oil.…
Marvell stock pops 8% as Nvidia takes $2 billion stake
Shares of Marvell Technology surged 8% after Nvidia announced plans to invest $2 billion in the semiconductor company…
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…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…