GE Vernova called one of the best ways to play AI data center boom: JPMorgan
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Ongoing government shutdown AI fears market pressure Jim Cramer
CNBC’s Jim Cramer unpacked Thursday’s market decline, telling investors that Wall Street is worried about the lengthy government…
Amazon’s (AMZN) $300 Billion Jump Puts Stock Back in AI Conversation
Amazon.com Inc. shares have been dogged for most of the year by concerns the company’s cloud-computing business was…
AI Is Eating All the Earnings
For investors, a concentrated portfolio of equity-market winners tends to work just fine — until it doesn’t. At…
Global Chip Selloff Erases $500 Billion in Value as Fears Mount
The global selloff in semiconductor stocks accelerated on concern over lofty valuations for some of the artificial intelligence…
AMD’s Best Month Since 2001 Brings Show-Me Pressure to Earnings
After its best month in the stock market in almost 25 years, Advanced Micro Devices Inc. needs to…
U.S. stocks’ gains in October owe much to AI
Jensen Huang, CEO of Nvidia, reacts during the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South…
AI trade frenzy seems driven by a ‘virtuous’ cycle
Jensen Huang, CEO of Nvidia, attends a press conference after the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit…
BofA’s Hartnett Sees Gold, China Stocks as Best AI Boom Hedges
Chinese stocks and gold are the best hedges against a boom in the artificial intelligence trade that has…
AI Frenzy Fueling Tech Dominance Rewrites Asia’s Market Playbook
The frenzy over artificial intelligence has helped Asian stocks outperform the world this year. It’s also transforming the…
Fund managers reveal their bubble recipes and what to watch for as AI stocks soar
AI is tipped to transform the economy and eventually evolve into a $4.8 trillion market, but the question…
Asia markets open mixed as Fed signals December rate cut is not a certainty
A container ship sails past buildings in Busan, South Korea, on Thursday, Sept. 22, 2022. Photographer: SeongJoon Cho/Bloomberg…