Anduril CEO Brian Schimpf talks AI in warfare and manufacturing push
For decades, the defense industry has been dominated by a small number of established contractors building increasingly complex…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
Top After-Hours Gainers Today Beyond Micron: QCOM, AMAT, LRCX Surge
QCOM shares rallied nearly 11% after it unveiled solid long-term growth targets, expanded its AI strategy, and announced…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
We’re adding a speculative stock to our Bullpen that can benefit from the AI boom
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
DeepSeek to release new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow…