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…
‘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…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
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’s costly build-out complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
Nvidia releases Nemotron 3.5 Lightning, open-source AI model
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
CNBC Daily Open: Markets caught between oil jitters and AI optimism
Gas prices are displayed at a Valero gas station on July 21, 2026 in Austin, Texas. Brandon Bell…
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…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…