Alphabet’s 160% rally in a year reflects value of owning ‘most of the stack’ in AI
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, ...
Tag: Advanced Micro Devices Inc
Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBCSince the launch of ChatGPT in late 2022 ...
IREN inks AI infrastructure deal with Nvidia
Thomas Fuller | SOPA Images | Lightrocket | Getty ImagesData center operator IREN announced a partnership with semiconductor giant Nvidia ...
AMD’s big day, Anthropic-SpaceX deal, the jet fuel crisis and more in Morning Squawk
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Thursday. If you live in the Sun ...
SoftBank shares surge over 16% as Japan tech-fueled rally lifts Nikkei 225 to record highs
CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. ...
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for ...
Jim Cramer warns this stock may have run up too much ahead of earnings
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a ...
AMD’s stock soars 15% as data center growth pushes revenue and guidance past estimates
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las ...
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
Here are the 3 big things we’re watching in the stock market in the week ahead
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports ...
