Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
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…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
Next AI boom bet in market after memory chip trade may be photonics
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left,…
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…
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…
CNBC Daily Open: AI demand fuels investors’ portfolios while oil posts biggest monthly decline
An interactive display featuring artificial intelligence at the iRootech Technology Co. offices in Guangzhou, China, on Wednesday, April…
Stocks making the biggest moves premarket: SNDK, ON, RKL
Check out the companies making the biggest moves premarket: On Semiconductor , Synaptics — The stocks diverged in…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Arm shares extend weekly rally to almost 50%, and Starbucks pulls the plug on an AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…