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…
Apple’s Tim Cook and Howard Lutnick open Houston manufacturing plant
U.S. Secretary of Commerce Howard Lutnick cuts the ribbon alongside Apple’s CEO Tim Cook during the opening of…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
Chinese firm tops Micron and Kioxia in shipments of NAND memory chips
Liquid cooled servers in an installation at the Global Switch Docklands data centre campus in London, UK, on…
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…
AI’s costly buildout complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
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…
Nvidia releases Nemotron 3.5 Lightning, open-source AI model
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
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 Daily Open: Markets caught between oil jitters and AI optimism
Gas prices are displayed at a Valero gas station on July 21, 2026 in Austin, Texas. Brandon Bell…