Unwind of AI trade being tested
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video…
Concerns over Oracle’s debt spill over into its projects
A view of Oracle’s headquarters in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors have…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Bank of America’s top chip stocks to play AI in 2026
Bank of America says artificial intelligence is still the trade to make in 2026. In a Tuesday note,…
5 things to know before the stock market opens Monday
Traders work on the floor of the New York Stock Exchange on Dec. 11, 2025, in New York…
Nvidia-backed Starcloud trains first AI model in space, orbital data centers
The Starcloud-1 satellite is launched into space from a SpaceX rocket on November 2, 2025. Courtesy: SpaceX |…
Buy this chipmaker over Nvidia as AI competition ramps up, strategist says
Investors can look to Taiwan Semiconductor Manufacturing for a steady way to play the artificial intelligence rally, according…
Chinese internet tech ramp up AI spend. Who could benefit
Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about…
Buy the dip in this AI ‘neocloud,’ says Freedom Capital’s Paul Meeks
Nvidia -backed cloud company CoreWeave deserves the benefit of the doubt from investors, according to veteran tech analyst…
Jensen Huang cited radiologists to dispute AI jobs impact
Nvidia CEO Jensen Huang appeared on an episode of The Joe Rogan Experience podcast on Wednesday. Ezra Acayan…
5 things to know before the stock market opens Thursday
A sign at a NYS Department Of Labor job fair at the Downtown Central Library in Buffalo, New…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…