Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…
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…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
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…
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…
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…
Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push
Gemini AI signage during the Google I/O Developers Conference in Mountain View, California, US, on Tuesday, May 19,…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
AI computing power becomes a tradable asset class as CME starts futures
Nvidia showed CNBC its latest Rubin GPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
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…