Jim Cramer: Diversification matters in AI stock sell-off
Thursday’s sell-off in artificial intelligence stocks served as a reminder of why diversification is essential to staying invested…
Nvidia, Oracle, other AI stocks sink on OpenAI revenue report
Sam Altman, CEO of OpenAI, the developer of ChatGPT, is speaking at the AI company’s developer conference on…
OpenAI spark Hugging Face bid war early investment bid ahead of Nvidia
Clement Delangue, co-founder and chief executive officer of Hugging Face Inc., during the Bloomberg Technology Summit in San…
Debt-hungry data center companies increased risk bond yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design…
Broadcom (AVGO) AI Revenue Soars, But Wall Street Wants More
On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026,…
Nvidia $3.5 billion deal boosts MediaTek shares 10%
MediaTek CEO Rick Tsai (R) talks with Nvidia CEO Jensen Huang (left) during a keynote speech for Computex…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…