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…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
SoftBank shares: Asian tech rally, SK Hynix, Samsung, Advantest
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
SK Hynix, Samsung stocks: AI rally roars back
Omar Marques | Lightrocket | Getty Images South Korea’s chip heavyweights SK Hynix and Samsung Electronics skyrocketed in…
CNBC Daily Open: Chipping away at the AI boom
A Korea Exchange (KRX) employee monitors stock market data on trading screens inside the Korea Exchange (KRX) in…
Nvidia and OpenAI in talks for up to $250 billion AI backstop
OpenAI CEO Sam Altman walks through the Hart Senate Office Building following meetings on Capitol Hill, in Washington,…
Apple ends day as world’s most valuable company, passing Nvidia
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping…
Nvidia launches AI initiative as OpenAI cyber attack fallout continues
Nvidia and a host of tech giants on Monday launched a new artificial intelligence safety initiative focused on…