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…
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…
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…
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…
Stocks making the biggest moves premarket: SNDK, ON, RKL
Check out the companies making the biggest moves premarket: On Semiconductor , Synaptics — The stocks diverged in…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
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…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…