Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Intel, Broadcom CEOs warn capital crunch could become AI bottleneck
SINGAPORE — The chief executives of Intel and Broadcom warned that access to capital could emerge as a…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
TSMC’s September sales surge year-over-year as AI drives chip demand
CHINA – 2026/09/25: In this photo illustration, the TSMC logo is seen displayed on a tablet screen. (Photo…
Cerebras stock hits post-IPO low on Nvidia pressure, lockup expiration
Cerebras Systems Inc. signage during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York,…
Qualcomm releases Android chip built for AI amid memory shortage
Qualcomm President and CEO Cristiano Amon delivers a keynote speech during a press event ahead of COMPUTEX on…
Jensen Huang says Nvidia will sell twice as many chips next year
Nvidia CEO Jensen Huang said on Thursday that the company will double the number of chips it sells…
World’s largest contract chipmaker TSMC sees August revenue surge 53% to record high
The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
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…
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…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…