US charges Super Micro employees with smuggling Nvidia chips to China
The U.S. Attorney’s Office for the Southern District of New York has charged associates of an unidentified U.S.…
Jensen Huang doesn’t need a new chip. He needs a new moat.
Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next…
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…
This AI server stock is set for a 50% rally, according to Bernstein
Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
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.…
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…
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,…
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…
5 things to know before the stock market opens Monday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. With the Winter…
Buy this tech stock because AI makes its business stronger
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…