IBM’s Krishna argues that AI won’t disrupt software unit
CEO of IBM Arvind Krishna looks on during a roundtable discussion hosted by U.S. President Donald Trump in…
Cerebras stock gains on AMD partnership
Andrew Feldman, co-founder and CEO of Cerebras Systems, holds the Wafer Scale Engine 3 chip at the Nasdaq…
AMD to invest up to $5B in Anthropic as part of computing power deal
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…
Don’t be fooled by an AI stock bounce. Charts suggest more downside ahead
The AI trade has been one of the most important sources of upside leadership for the market, but…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
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…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
Catching up in the AI race? India gets its second AI unicorn in a month
AI signage is seen during the opening day of Mumbai Tech Week in Mumbai, India, on May 29,…
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…
Meta to put AI chip into production in September: Report
A worker stands inside the Meta Lab in Los Angeles, California, U.S., May 20, 2026. Daniel Cole |…