Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Nvidia Open Agent Safety Platform to stop AI agents from breaking out
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and…
CNBC Daily Open: Sanctions, strikes and the road to $100 oil
This photograph taken from the southern Lebanese village of Al-Haniyya shows smoke rising from the site of an…
Next week will show just how sustainable the AI trade is
Tech came back in a big way this week, but whether artificial intelligence can sustain its advance —…
5 things to know before the market opens Monday
1. Chin up Traders work at the New York Stock Exchange on May 28, 2026. NYSE President Donald…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange on March 5, 2026. Spencer Platt |…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Operation Epic Fury means new risks for markets
Thick plumes of smoke rise over the residential areas of the Iranian capital following airstrikes amid ongoing U.S.â”Israel…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
Plot to send GPUs to China leads to indictment
Four men have been indicted on federal criminal charges related to a plot to export Nvidia chips worth…