Chip stocks head for one of their worst months ever. Is it the end?
Chip stocks are getting hammered as concern about circular financing, international competition and the staying power of the…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
The implications of Amazon’s $25B bond sale, and Microsoft’s evolving AI model strategy
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The hunt for AI’s next winners defined the stock market’s holiday-shortened week
Wall Street kicked off the third quarter with mixed results after a blockbuster first half for stocks. The…
Burry shorts Caterpillar after it nearly doubled in AI rally of 2026
Michael Burry attends “The Big Short” New York screening at the Ziegfeld Theater in New York, on Nov.…
Google AI project delay may have worsened chip sell-off, but buildout is on track
A construction stoppage at a massive 1.8-gigawatt data center in Wyoming may have added fuel to the fire…
Chip rebound sparks hedging flurry from traders
Traders work on the floor of the New York Stock Exchange. NYSE When it comes to chipmakers, traders…