Chinese Nvidia rival Enflame soars 206% on stock-market debut
SHANGHAI, CHINA – JULY 20, 2026 – Tourists visit the Enflame booth at the 2026 World Artificial Intelligence…
World’s largest contract chipmaker TSMC sees August revenue surge 53% to record high
The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
Three pieces of advice HSBC has for AI investors
Investors should pay more attention to areas of the tech sector with the strongest monetization and less-stretched valuations,…
What’s behind Nvidia buying Hugging Face? Look to Microsoft
Nvidia appears to be taking a page from Microsoft’s playbook — a move we happen to like. Nvidia…
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…
G20 Innovation Ministerial: AI policy live updates
Kratsios: White House tested and evaluated Anthropic’s Fable 5.1 model before its release White House Office of Science…
Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…
Cramer: Here are 3 defensive stock market moves I’m making as oil and rates surge
Key Points CNBC’s Jim Cramer is taking a more defensive approach as rising oil prices, higher interest rates,…
Dell Q2 earnings report 2027
Michael Dell, chairman and chief executive officer of Dell Inc., speaks during the Dell Technologies World Annual Convention…
Apple enters Ternus era as AI challenges and memory crunch intensify
When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology.…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
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…