Photonics names are beating stocks everywhere. AI will help them win
There’s one group of stocks within the broader artificial intelligence buildout that’s handsomely beating the rest of the…
Stock market today: Live updates
Coffee outpacing the AI trade of late Coffee futures are up 13% over the past three months, beating…
Stocks making the biggest moves midday: SPCX, COHR, TEAM, ABNB, TTD
Here are some of the companies making headlines in midday trading. SpaceX — Elon Musk’s rocket company gained…
Next AI boom bet in market after memory chip trade may be photonics
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Co-Packaged Optics and Systems Optionality
Coherent COHR is widening its datacenter portfolio beyond transceiver pluggables into optical circuit switching systems and co-packaged optics. This…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
Nebius stock pops 10% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…