Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
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 —…
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…
Nvidia customers reportedly warned about AI-related price hikes
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Amid the chip bear market, healthcare is breaking out: Chart of the Day
Moderna (MRNA) stock doubled on Wednesday and stole the show. But healthcare had already been quietly breaking out…
Taiwan’s forecast of 11% GDP growth likely not sustainable: economists
The city skyline is seen with the landmark Taipei 101 building from a lookout point on Elephant Mountain…