Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose Thursday after the chip giant’s revenue guidance reassured investors that artificial intelligence demand will remain…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Wall Street endorsed Jensen Huang’s ‘big concept’ for AI. What now?
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Intel plans $15 billion stock offering as AI demand accelerates
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
China is gaining ground in AI. The U.S. still has a major advantage
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
We’re adding to our position in a chipmaker as the AI trade regains its footing
Shortly after the opening bell, we will buy 100 shares of Intel at roughly $97.97. Following the trade,…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…