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…
Marvell to buy Lumentum in all-stock deal
Marvell Technology‘s deal for optical components maker Lumentum will create an “enormous” opportunity to address growing connectivity demands…
CNBC Daily Open: War worries meet AI anxiety
The Thailand-flagged bulk carrier ‘Mayuree Naree,’ which was struck by a missile near the Strait of Hormuz during…
Marvell may offer ‘shot of adrenaline’ for AI, per Joe Terranova
Marvell Technology will report its earnings this week, potentially giving the artificial intelligence trade a much-needed “shot of…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
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…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
CNBC Daily Open: AI demand fuels investors’ portfolios while oil posts biggest monthly decline
An interactive display featuring artificial intelligence at the iRootech Technology Co. offices in Guangzhou, China, on Wednesday, April…
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…
Trump admin unveils national AI policy framework to limit state power
U.S. President Donald Trump delivers remarks on artificial intelligence at the “Winning the AI Race” Summit in Washington…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…