Inside FedEx effort to deliver AI training to over 400,000 workers
For the close to half-a-million workers at FedEx, a major AI journey is underway. The logistics giant is…
Why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
This AI server stock is set for a 50% rally, according to Bernstein
Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
Dell Revives XPS Brand With New AI-Powered Laptops
This article first appeared on GuruFocus. Dell Technologies Inc. (DELL, Financials) has brought back its XPS laptop brand…
Family offices still bet on AI and health care even as deals slow down
Jeff Bezos, founder and executive chairman of Amazon and owner of the Washington Post, takes the stage during…
AI bull marks the revenge of the Dotcom ‘boxmakers’ like Cisco, Dell. How to trade the stocks from here
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo…