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…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
AI turmoil: neoclouds struggle, credit risks jump, Solidigm pulls IPO
CoreWeave founder and CEO Mike Intrator poses for a photo during the company’s initial public offering at the…
AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
How U.S. data center backlash is spreading across Europe and Asia
As the AI boom becomes a major part of political debate, the public backlash against data centers in…
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…
AI data centers are transforming rural land markets, fueling backlash
At a July protest against data centers in Lubbock, Texas, state Agriculture Commissioner Sid Miller took the microphone…
Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…