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…
Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
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…
Intel plans $15 billion stock offering as AI demand accelerates
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Stock market today: Live updates
Traders work at the New York Stock Exchange on July 10, 2026. NYSE Stock futures rose early Wednesday…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…