Meta stock pops on cloud push to sell excess AI compute power capacity
Shares of Meta popped 10% on Wednesday following news that the company is building out a new cloud…
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia…
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna…
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
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…
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.,…