SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
The U.S. strikes Iran, Samsung’s Wall Street letdown, using AI for financial planning and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. This year’s FIFA…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom
Micron Technology Inc. (NASDAQ:MU) is one of the top AI Stocks to buy according to billionaire Philippe Laffont.…
Micron Remains a Buy as AI Memory Demand Surges
This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) has been one of the clearest winners…
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…
Xiaomi, Oppo, Vivo slash shipment targets up to 30% amid memory crunch
Investing.com — China’s three largest Android smartphone makers have cut their 2026 shipment targets by as much as…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
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…
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…