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…
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…
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…
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…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said Tuesday that Wall Street is taking profits in this year’s biggest AI infrastructure winners…
SK Hynix plunges as semiconductor selloff deepens; Samsung, Softbank
SK Hynix Inc. signage at the company’s office in Seongnam, South Korea, on Tuesday, June 30, 2026. SeongJoon…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
TSMC is accelerating Arizona fab buildout to capitalize on AI demand: CFO
Wendell Huang, chief financial officer of Taiwan Semiconductor Manufacturing Co. (TSMC), during a news conference in Taipei, Taiwan,…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…