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…
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…
Don’t be fooled by an AI stock bounce. Charts suggest more downside ahead
The AI trade has been one of the most important sources of upside leadership for the market, but…
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…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Nvidia CEO Jensen Huang Dismisses Vera Rubin Hardware Delay Report, Affirms ‘Giant’ Production Volumes
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
Howard Lutnick Tells Samsung and SK Hynix They Have ‘No Choice’ but to Build US AI Memory Fabs— and Micron’s CEO May Not Be Happy
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. In…
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…
HBM prices could double by 2027 on surging AI demand, DigiTimes reports
Investing.com — High-bandwidth memory (HBM) pricing is on track to more than double by 2027, driven by a…
The Tech Download: Teen social media bans miss a key part of the puzzle: AI chatbots
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. A…