The AI trade could shift back in Nvidia’s favor. Here’s why
Infrastructure has been a huge part of the artificial intelligence rollout, with companies building data centers, networking hubs…
China Preps $295 Billion Plan to Fund Nationwide AI Buildout
(Bloomberg) — China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years…
U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside China
Nvidia showed CNBC its latest Vera Rubin superchip at its Santa Clara, California, headquarters on Feb. 13, 2026.…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…
Cerebras is the hot new AI chipmaker. Here’s Jim Cramer’s advice on the stock
CNBC’s Jim Cramer cautioned investors against chasing shares of Cerebras Systems after its explosive market debut Thursday. “While…
Stock market news for May 12, 2026
Traders work at the New York Stock Exchange on May 7, 2026. NYSE The S&P 500 slipped on…
Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD)…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
Advanced Micro (AMD) Soars to All-Time High as AI Bolsters Profits by Nearly Double
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Advanced…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Chip stocks surge in ‘historic’ month
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After…