Backing the ‘wrong future’ in AI? The unexpected potential winners
Investors pouring money into giant artificial intelligence data centers may be betting on the wrong technological future —…
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…
Alibaba challenges Meta with new laptop-ready AI model
A man walks past the Alibaba logo displayed at its booth during the China International Supply Chain Expo…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
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…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., Aug.…
Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push
Gemini AI signage during the Google I/O Developers Conference in Mountain View, California, US, on Tuesday, May 19,…
Nvidia $500B AI funding: Jensen Huang’s plan faces China risk
Nvidia CEO Jensen Huang speaks to members of media outside a restaurant in the Hongdae district of Seoul,…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave CEO Michael Intrator appears after the company’s initial public offering at the Nasdaq MarketSite in New York…
Nvidia, Wall Street asset managers partner on $500B AI push
Nvidia is attempting to turn its artificial intelligence chips into Wall Street’s newest asset class, partnering with six…