Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
China AI firms tap Nvidia power overseas as U.S. weighs crackdown
Nvidia’s effective monopoly over the most powerful chips has made U.S. export controls a key tool in Washington’s…
Stock market news for Aug. 17, 2026
Traders work on the floor of the New York Stock Exchange. NYSE The S&P 500 fell on Monday,…
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…
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…
CNBC Daily Open: Markets caught between Mideast worries and AI optimism
A car with replicas of missiles and an image of Iran’s new Supreme Leader Mojtaba Khamenei (R), and…
Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…
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…
Friday analyst call stocks include SpaceX, Nvidia, Apple, Dell, Micron
Here are the biggest calls on Wall Street on Friday: KeyBanc reiterates Apple as underweight Key says its…
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…