‘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…
Thursday’s big Wall Street calls include Nvidia, SpaceX, AMD & Disney
Bank Here are the biggest calls on Wall Street on Thursday: HSBC upgrades Keurig Dr Pepper to buy…
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…
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…
Wednesday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Stock market news for Aug. 11, 2026
Traders work on the floor of the New York Stock Exchange. NYSE The S&P 500 fell on Tuesday,…
Cramer says ask yourself these 3 questions to figure out what’s really happening in the market
CNBC’s Jim Cramer said Tuesday investors don’t need to track every market move to understand what’s driving stocks.…
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…
AI computing power becomes a tradable asset class as CME starts futures
Nvidia showed CNBC its latest Rubin GPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
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…