Traders will soon be able to bet on computer chip prices as AI drives costs skyward
CME Group signage above the former Chicago Board of Trade (CBOT) trading pit in Chicago, Illinois, US, on…
AI super rally has retail investors acting the most aggressive since trading frenzy during Covid
It’s official: traders haven’t been this aggressively bullish since they were stuck at home with stimulus checks betting…
Bulls and bears both believe this could be 1999 all over again. Embrace it or dump your tech stocks?
The central debate on Wall Street is starting to sound something like this: Bears say, “It’s starting to…
AI will drive Nvidia higher by more than 40% from here, says Wells Fargo
Nvidia’s rally will not run out of steam anytime soon, according to Wells Fargo. The bank, which has…
Cramer on rallying AI stocks, plus updates on our breakup stories
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
SpaceX’s IPO will be a boon to this overlooked industrial stock
Elon Musk ‘s SpaceX is planning the largest stock debut in history. One likely winner from the deal:…
Micron surges nearly 38% on week as memory chip rally goes parabolic
The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty…
Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC’s Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center…
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat…
Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1…
Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the…
Chip stocks surge in ‘historic’ month
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After…