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: 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…
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…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
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…
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…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
Jim Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize…