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…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
Nvidia tries to quiet ‘circular financing’ accusations. Wall Street unsure it will
Wall Street is on the fence about chipmaker Nvidia’s latest financing initiative. Nvidia announced “memorandums of understanding” with…
Nvidia releases Nemotron 3.5 Lightning, open-source AI model
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
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…
CNBC Daily Open: Markets caught between oil jitters and AI optimism
Gas prices are displayed at a Valero gas station on July 21, 2026 in Austin, Texas. Brandon Bell…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
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…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
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…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…