The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
South Korea chip workers’ bonuses puts central bank on inflation alert
An employee counts genuine South Korean 50,000 won banknotes in this arranged photograph at the Counterfeit Notes Response…
Next week’s inflation data is vitally important. What’s ahead for the market
Next week’s inflation data just got even more important after the latest Federal Reserve meeting. Next Thursday’s release…
The AI trade could shift back in Nvidia’s favor. Here’s why
Infrastructure has been a huge part of the artificial intelligence rollout, with companies building data centers, networking hubs…
Japan May exports grow at fastest pace in over three years, beating estimates
Honda Motor Co. vehicles bound for shipment at a port in Yokohama, Japan, on Thursday, Feb. 6, 2025.…
CNBC Daily Open: SpaceX gets a reality check
SpaceX’s Super Heavy booster is seen on the launch pad, as Starship is prepared to be placed on…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
Samsung shares rally after shipping industry-first HBM4E AI memory chip samples
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store…
SK Hynix shares surge to hit $1 trillion valuation
The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in…
AI wealth must benefit the public, South Korea’s deputy PM says
Bae Kyung-Hoon, South Korea’s science and ICT minister, speaks during a memorandum of understanding signing ceremony in Seoul,…
Stock market news for May 12, 2026
Traders work at the New York Stock Exchange on May 7, 2026. NYSE The S&P 500 slipped on…