AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform at the annual Consumer Electronics…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
Smartphone market poised for ‘sharpest decline on record’ in 2026
KUALA LUMPUR, MALAYSIA – SEPTEMBER 19: Customers line up outside an Apple store ahead of the launch of…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears
Cheng Xin | Getty Images News | Getty Images Asian tech stocks rallied in early trading on Thursday…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
There’s a structural shift taking place in AI that investors may be missing. How to play it
Advanced Micro Devices has recently transformed from emerging artificial intelligence supplier to validated infrastructure partner with its recent…
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.…