AI stocks tumble in global tech rout on AI funding worries
Stocks tied to the artificial intelligence trade sank on Thursday, continuing a global sell-off. Collectively, 20 of the…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Qualcomm releases Android chip built for AI amid memory shortage
Qualcomm President and CEO Cristiano Amon delivers a keynote speech during a press event ahead of COMPUTEX on…
Jensen Huang says Nvidia will sell twice as many chips next year
Nvidia CEO Jensen Huang said on Thursday that the company will double the number of chips it sells…
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…
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…
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…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
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…
Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
Nvidia may lend financial support to OpenAI to help the ChatGPT creator secure access to an enormous data…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…