This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
Sam Altman and Dario Amodei don’t hold hands at India AI summit
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
Positive day for U.S. and European markets amid Fed minutes and ECB developments
The Federal Reserve building is seen as it goes under construction on July 17, 2025 in Washington, DC.…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Amazon’s push to make AI cheaper — and why it matters to reigniting the stock
Amazon ‘s cloud leadership — and likely the next move in the stock — hinges on whether growth…
Stocks making the biggest moves after hours: GOOGL, QCOM, ELF, BOOT
Here are some of the stocks making the biggest moves in extended trading. Qualcomm — Shares of the…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Nvidia AI chip sales to China stalled by U.S. security review, FT reports
Nvidia’s H200 AI chip sales to China still await a U.S. security review nearly two months after exports were approved, the Financial Times reported on Tuesday.…
Nvidia shares down after report that its OpenAI investment stalled
Nvidia President and CEO Jensen Huang speaks to the media as he arrives for a meeting with the…
SK Hynix overtakes Samsung in annual profits for the first time
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office…
ASML Q4 2025 earnings report
onathan Raa | Nurphoto | Getty Images ASML reported orders that smashed past expectations while 2026 sales guidance…
China gives green light to importing first batch of Nvidia’s H200 AI chips: Reuters
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…