Cramer: Hyperscalers are now the epicenter of a bear case for stocks
If the facts change, then I have to change. I learned that from reading the legendary British economist…
MU, SNDK, WDC: Memory Stocks Dip As Broadcom’s Forecast Dampens AI Sentiment, Retail Turns Buyer
Broadcom projected $16 billion in AI chip revenue in the third quarter, much below estimates of $17.2 billion,…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange. NYSE S&P 500 futures fell early on…
Asia markets today: Nikkei 225, Kospi, Hang Seng Index, CSI 300, Nifty50
A pedestrian walks past an electronic quotation board displaying the Nikkei 225 stock prices on the Tokyo Stock…
Asian technology stocks: SK Hynix, Samsung, TSMC, Advantest
A circuit board displayed inside the Texas Instruments (TI) semiconductor wafer plant in Sherman, Texas, US, on Wednesday,…
Tech Stars From the 90s Reborn: Nokia, Dell, Cisco Surge on AI
(Bloomberg) — They were all stars of the dot-com era before fading into the background as the bubble…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Samsung shares rally after shipping industry-first HBM4E AI memory chip samples
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store…
Jim Cramer says these 3 mistakes are keeping investors out of AI winners
CNBC’s Jim Cramer said on Thursday investors may be talking themselves out of some of the market’s biggest…
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
(Bloomberg) — Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at…
Jim Cramer: Best stocks to buy tied to AI and great data center buildout
Let’s not mince words. Every night, I leave the office kicking myself that we don’t have enough data…
SK Hynix, Micron join $1 trillion club: CNBC Daily Open
SK Hynix Inc. 12-layer HBM3E memory chips, front, and a LPDDR5X CAMM2 memory module arranged at the company’s…