Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and AMD were all down in premarket trading on Thursday, as AI stocks across the globe…
TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Intel, Broadcom CEOs warn capital crunch could become AI bottleneck
SINGAPORE — The chief executives of Intel and Broadcom warned that access to capital could emerge as a…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Cerebras stock climbs after Sam Altman calls chipmaker ‘close partner’
Cerebras Systems Inc. signage during the company’s initial public offering (IPO) at the Nasdaq MarketSite in New York,…
Qualcomm releases Android chip built for AI amid memory shortage
Qualcomm President and CEO Cristiano Amon delivers a keynote speech during a press event ahead of COMPUTEX on…
Jensen Huang says Nvidia will sell twice as many chips next year
Nvidia CEO Jensen Huang said on Thursday that the company will double the number of chips it sells…
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…