More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
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…
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.,…
Eli Lilly’s weight loss pill Foundayo gets UK approval. Plus, oil holds back stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
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…
Why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…