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…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
World shares slide following an AI-led retreat on Wall Street
BANGKOK (AP) — World shares were mostly lower on Friday, with Tokyo’s Nikkei 225 losing 4% as heavy…
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…
World and US markets are mixed, Korean shares slump on AI jitters
U.S. markets were mixed early Tuesday as technology stocks gave back a chunk of their gains from a…
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…
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…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Rally lacks real leadership as AI-driven gains fail to inspire confidence
CNBC’s Jim Cramer on Wednesday cautioned that the market’s recent rebound is falling short of what investors should…
The memory stock cycle of boom-bust-repeat is over, executives say
The artificial intelligence spending blitz has the memory industry dancing to a new tune. Shares of Micron are…