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…
How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
CPI inflation report July 2026: Prices rose 0.1% , annual rate 3.4%
A shopper browses fresh fruit at a grocery store in Wilmington, North Carolina, US, on Saturday, Aug. 8,…
AI’s costly build-out complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
AI computing power becomes a tradable asset class as CME starts futures
Nvidia showed CNBC its latest Rubin GPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
Riot Platforms signs Anthropic deal as miners shift to AI infrastructure
Bitcoin miner Riot Platform has struck a $9 billion, 20-year compute deal with Anthropic, CNBC’s David Faber has…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Crucial CPI report will show tame inflation, prediction markets show
A shopper carries a basket of products at a grocery store in Wilmington, North Carolina, US, on Saturday,…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Crypto’s infrastructure era arrives, with AI agents poised to reshape demand
For years, the crypto industry’s biggest challenge has been finding users beyond traders. Now, some of its largest…
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…
We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…