Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
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…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
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…
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…
Apple ends day as world’s most valuable company, passing Nvidia
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping…
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…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
World shares slide following an AI-led retreat on Wall Street
BANGKOK (AP) — World shares were mostly lower on Friday, with Tokyo’s Nikkei 225 losing 4% as heavy…
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…
Meta to put AI chip into production in September: Report
A worker stands inside the Meta Lab in Los Angeles, California, U.S., May 20, 2026. Daniel Cole |…