Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
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…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
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…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
We’re exiting our position in an AI chipmaker to lock in big gains
We are exiting our position in Arm Holdings , selling our remaining 118 shares at roughly $303.46. Following…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
Macquarie says now is best time to buy Chinese AI chip stocks. Here’s its favorite
China has worked for years to build its own semiconductors, but Macquarie thinks now is the time to…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…