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…
AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
South Korea’s Elice plunges 30% in market debut
Golden Brown | Getty Images Shares in South Korean AI services firm Elice Group plummeted 30% in their…
Broadcom guides to big numbers but investors wanted more. Why we’re OK to hold for now
Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast for its artificial…
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…
Stocks making the biggest moves midday: JBL, APP, APO, SPCX, UPWK
Here are some of the companies making headlines in midday trading. Asset managers – A slate of asset…
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…
J&J gets a big win on its new robotic surgical system — plus, a flood of earnings
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…