Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Nvidia optimizes for DeepSeek, Qwen amid U.S. restriction risk
Nvidia is bolstering support for Chinese artificial intelligence models in a play to beat domestic chipmakers to optimizing…
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…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
Backing the ‘wrong future’ in AI? The unexpected potential winners
Investors pouring money into giant artificial intelligence data centers may be betting on the wrong technological future —…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation
Canadian Prime Minister Mark Carney speaks about the trade dispute with the United States at the Davie Shipyard…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
AI’s costly buildout complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…