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…
Nvidia CEO Jensen Huang Dismisses Vera Rubin Hardware Delay Report, Affirms ‘Giant’ Production Volumes
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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…
HBM prices could double by 2027 on surging AI demand, DigiTimes reports
Investing.com — High-bandwidth memory (HBM) pricing is on track to more than double by 2027, driven by a…
The Tech Download: Teen social media bans miss a key part of the puzzle: AI chatbots
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. A…
SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
The U.S. strikes Iran, Samsung’s Wall Street letdown, using AI for financial planning and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. This year’s FIFA…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
Anthropic explores Samsung 2nm chip partnership
Investing.com — Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics…
Stock market today: Live updates
Traders work at the New York Stock Exchange on June 26, 2026. NYSE U.S. stock futures were little…
China, Korea, Hong Kong and India struggle to create mega-IPOs
Screens showing surging stock shares at the Taiwan Stock Exchange office, following U.S. President Donald Trump’s surprise decision…
Samsung, SK Hynix: reported $1.3 reported trillion spending plans
Close-up of logo for Samsung on research building in the Silicon Valley, Mountain View, California, October 28, 2018.…