Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
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…
Congress takes on Nvidia, White House in push for chip export limits
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to…
European tech stocks to watch when Nvidia reports earnings
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could…
Stock market today: Live updates
Traders work at the New York Stock Exchange on Feb. 10, 2026. NYSE Stock futures were roughly flat…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
Monday’s biggest analyst calls on Wall Street
Here are Monday’s biggest calls on Wall Street: Morgan Stanley upgrades Datadog to overweight from equal weight Morgan…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
‘Queen City’ Charlotte was the king of the stock market in 2025
North Carolina Sean Pavone | Istock | Getty Images Lithium and steel outshined A.I. in 2025, at least…