The cost of AI, trade showdown and Iran’s ‘economic D-day’
Samuel Boivin | Nurphoto | Getty Images Hello, this is Leonie Kidd coming to you from London. Alibaba…
Nvidia customers reportedly warned about AI-related price hikes
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
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…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
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…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
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…
China AI firms tap Nvidia power overseas as U.S. weighs crackdown
Nvidia’s effective monopoly over the most powerful chips has made U.S. export controls a key tool in Washington’s…
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…
Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
CNBC Daily Open: Markets caught between Mideast worries and AI optimism
A car with replicas of missiles and an image of Iran’s new Supreme Leader Mojtaba Khamenei (R), and…