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…
Demand for AI infrastructure will drive more gains in this stock, says Bank of America
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of…
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,…
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…
Are we in an AI bubble? What tech leaders and analysts are saying
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and…
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,…
Buy the dip in this AI ‘neocloud,’ says Freedom Capital’s Paul Meeks
Nvidia -backed cloud company CoreWeave deserves the benefit of the doubt from investors, according to veteran tech analyst…
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…
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…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
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.…