Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
CNBC Daily Open: Markets caught between oil jitters and AI optimism
Gas prices are displayed at a Valero gas station on July 21, 2026 in Austin, Texas. Brandon Bell…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
Intel plans $15 billion stock offering as AI demand accelerates
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…