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…
Inside India newsletter: Chip squeeze hits Chinese smartphones as Apple, Samsung gain an edge
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
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…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
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…
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…
SoftBank shares: Asian tech rally, SK Hynix, Samsung, Advantest
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
SK Hynix, Samsung stocks: AI rally roars back
Omar Marques | Lightrocket | Getty Images South Korea’s chip heavyweights SK Hynix and Samsung Electronics skyrocketed in…
Samsung Electronics second-quarter operating profit beats estimates
The logo of Samsung is seen at the Samsung Electronics Seocho building in Seoul on July 7, 2026.…
CNBC Daily Open: Chipping away at the AI boom
A Korea Exchange (KRX) employee monitors stock market data on trading screens inside the Korea Exchange (KRX) in…