AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
Apple appears to be sitting out the AI arms race. Will the strategy work?
Unlike many of its Big Tech counterparts, Apple has refrained from spending massive amounts of money on artificial…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
Normally staid bond investors have a new biggest worry: An AI bubble
Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to…
IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat
International Business Machines Corp. (IBM) signage on the floor of the New York Stock Exchange (NYSE) in New…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
Positive day for U.S. and European markets amid Fed minutes and ECB developments
The Federal Reserve building is seen as it goes under construction on July 17, 2025 in Washington, DC.…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
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…
Amazon’s push to make AI cheaper — and why it matters to reigniting the stock
Amazon ‘s cloud leadership — and likely the next move in the stock — hinges on whether growth…