Inside India newsletter: Chip squeeze hits Chinese smartphones as Apple, Samsung gain an edge
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
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…
CNBC Daily Open: Markets caught between Mideast worries and AI optimism
A car with replicas of missiles and an image of Iran’s new Supreme Leader Mojtaba Khamenei (R), and…
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…
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…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
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…
AI agent hacks to lead to cybersecurity spending boom
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the…
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…
AI will drive more gains for this circuit board builder, says UBS
Jabil has positioned itself to become a beneficiary of hyperscalers’ massive spending on artificial intelligence, making it a…