Marvell to buy Lumentum in all-stock deal
Marvell Technology‘s deal for optical components maker Lumentum will create an “enormous” opportunity to address growing connectivity demands…
Cramer: The AI trade has broken down. How we got here, what to expect
We don’t want to get caught too deep in the weeds. Don’t overcomplicate things. It will only lead…
Stocks making the biggest moves midday: AMGN, QCOM, EXPE, CRWV
Here are some of the companies making headlines in midday trading. Stryker – The medical equipment maker dropped…
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…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Here are things going right for stocks despite new Iran war setbacks
When the stock market opens on Monday, we will once again face the interaction between bonds and oil.…
Marvell stock pops 8% as Nvidia takes $2 billion stake
Shares of Marvell Technology surged 8% after Nvidia announced plans to invest $2 billion in the semiconductor company…
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…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
OpenAI goes from stock market savior to burden as AI risks mount
(Bloomberg) — Wall Street’s sentiment toward companies associated with artificial intelligence is shifting, and it’s all about two…