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…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Michael Dell says government has a role in AI safety
Dell Technologies CEO Michael Dell said that artificial intelligence models “have to have safeguards and controls” as the…
Nvidia Open Agent Safety Platform to stop AI agents from breaking out
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and…
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…
Dell Reports Record Results: AI Momentum Remains Robust
Dell Technologies DELL delivered a strong report, with AI infrastructure once again reflecting the biggest highlight. Revenue climbed…
We’re exiting a data center stock to protect big gains as the AI trade hits a rough patch
We’re exiting our position in Corning , selling 395 shares at roughly $146 each. Following Tuesday’s trade, Jim…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
Leveraged ETF assets double in two months as investors press AI bet
Traders work at the New York Stock Exchange on May 28, 2026. NYSE Assets in leveraged ETF nearly…
A technical breakout is forming in this crypto-turned-AI play
Iren is running toward a technical breakout level and away from its former life of a bitcoin mining…