Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
CNBC Daily Open: War worries meet AI anxiety
The Thailand-flagged bulk carrier ‘Mayuree Naree,’ which was struck by a missile near the Strait of Hormuz during…
Wednesday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Adani Enterprises shares jump as airport unit enters into $1 billion fundraising deal
The Adani Group signage atop the company’s headquarters in Ahmedabad, India, on Monday, Nov. 3, 2025. Adani Enterprises…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
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…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
CNBC Daily Open: Trump’s Strait of Hormuz claim meets crude reality
U.S. President Donald Trump boards Air Force One on August 9, 2026 at Morristown Airport in Morristown, New…
CNBC’s The China Connection newsletter: AI wins create investor risks
The China Securities Regulatory Commission building in Beijing on July 20, 2026. Sopa Images | Lightrocket | Getty…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…