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…
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…
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.,…
Cerebras stock hits post-IPO low on Nvidia pressure, lockup expiration
Cerebras Systems Inc. signage during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York,…
Jensen Huang says Nvidia will sell twice as many chips next year
Nvidia CEO Jensen Huang said on Thursday that the company will double the number of chips it sells…
Nvidia optimizes for DeepSeek, Qwen amid U.S. restriction risk
Nvidia is bolstering support for Chinese artificial intelligence models in a play to beat domestic chipmakers to optimizing…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
Nvidia reportedly agrees to buy Hugging Face for $12.9 billion
Nvidia has agreed to buy open-source platform Hugging Face for $12.9 billion, The Information reported on Wednesday, citing…
Stock market today: Live updates
Treasury yields move lowerTreasury yields ease ahead of jobs data and Jackson HoleSouth Korea’s Kospi gains 1.5% as…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
Washington escalates on two fronts as Nvidia’s big week begins
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.…