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…
The stock market believes Google is now winning the AI race over OpenAI, Nvidia
Alphabet-owned Google just gained a leg up over OpenAI’s ChatGPT, according to recent stock market performance. Shares of…
The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’Â head…
China’s factory activity unexpectedly contracts in November
Chinese-made automobiles and construction machinery are assembled and shipped for export at Yantai Port in Yantai City, Shandong…
China PMI RatingDog data, Fed rate cut
Aerial view of vehicles being driven on the road through the central business district on October 5, 2020…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
South Korea signals end to rate cuts as FX, price risks grow
South Korea’s central bank kept interest rates unchanged for a fourth straight meeting on Thursday as a tumbling…
Consumer confidence hits lowest point since April as job worries grow
A hiring sign is displayed in the window of a business in Manhattan on Nov. 27, 2025 in…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
AI, tech recovery, Nikkei 225, Hang Seng Index
SHANGHAI, CHINA – MARCH 01: Skyscrapers stand at the Pudong Lujiazui Financial District on March 1, 2022 in…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
A Broadcom circuit board for chip testing is pictured during a lab tour as Broadcom prepares to launch…