Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
Photonics names are beating stocks everywhere. AI will help them win
There’s one group of stocks within the broader artificial intelligence buildout that’s handsomely beating the rest of the…
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…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
Forget AI: One of the hottest trades right now is coffee
Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Nebius has tripled in 2026, but it can rise more, Bank of America says
Nebius Group has more than tripled this year due to the artificial intelligence boom, but it still has…
Novo Nordisk CEO defends lawsuit against Eli Lilly: ‘Competition has to be fair’
Novo Nordisk CEO Mike Doustdar on Wednesday defended the drugmaker’s decision to sue rival Eli Lilly over its…
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…
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…