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…
Amid the chip bear market, healthcare is breaking out: Chart of the Day
Moderna (MRNA) stock doubled on Wednesday and stole the show. But healthcare had already been quietly breaking out…
Taiwan’s forecast of 11% GDP growth likely not sustainable: economists
The city skyline is seen with the landmark Taipei 101 building from a lookout point on Elephant Mountain…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
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…
Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…
Nvidia backing $105 billion in financing for OpenAI data center in Ohio
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
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…
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…