We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…
AI trade reignited by TSMC earnings blowout
A view of the TSMC Global R&D center in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
What Anthropic’s $50B AI investment means for these 3 portfolio stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Tokyo Electron Gives Cautious Outlook While Eyeing AI Capex Boom
Tokyo Electron Ltd. issued a cautious annual outlook, signaling that Beijing’s drive to build its own chip supply…
AI-Fixated Traders Pile Into Teradyne, Other Obscure Chip Stocks
With tech companies continuing to boost AI spending, the valuation of many chipmakers are increasingly expensive. (Bloomberg) —…