U.S. midterms could widen AI data center divide
Gina Hinojosa takes the stage as she is announced as the next governor of Texas at her watch…
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…
American Express is cutting 5% of its workforce to ‘prepare for AI’
Stephen Squeri, chairman and chief executive officer of American Express Co., speaks during an Economic Club of New…
TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
The AI trade is cracking. Here’s how to profit
Despite the Magnificent Seven making record highs, the AI trade is showing signs of cracks. Concerns over OpenAI’s…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
5 things to know before the stock market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. If you missed…
Jensen Huang says Nvidia will sell twice as many chips next year
Nvidia CEO Jensen Huang said on Thursday that the company will double the number of chips it sells…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
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…