Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
Amazon, Intel shares fall after earnings amid AI spending concerns
Intel CEO Lip-Bu Tan speaks during a keynote presentation at Computex in Taipei on June 2, 2026. Cheng…
Google alters cloud playbook turning to partners to sell more AI chips
Thomas Kurian, chief executive officer of cloud services at Google LLC, speaks during the Google Cloud Next event…
More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
CNBC Daily Open: War worries meet AI anxiety
The Thailand-flagged bulk carrier ‘Mayuree Naree,’ which was struck by a missile near the Strait of Hormuz during…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and AMD sank on Thursday, as stocks tied to the artificial intelligence trade across the globe…
Anthropic to share Q3 financials as it prepares for a potential IPO
Anthropic plans to disclose its third-quarter financials for the first time at a meeting with potential investors on…
Intel, Broadcom CEOs warn capital crunch could become AI bottleneck
SINGAPORE — The chief executives of Intel and Broadcom warned that access to capital could emerge as a…
Jim Cramer: Diversification matters in AI stock sell-off
Thursday’s sell-off in artificial intelligence stocks served as a reminder of why diversification is essential to staying invested…
OpenAI spark Hugging Face bid war early investment bid ahead of Nvidia
Clement Delangue, co-founder and chief executive officer of Hugging Face Inc., during the Bloomberg Technology Summit in San…
AI debt costs rise as Treasury yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of…