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 ...
Tag: Alphabet Class A
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in ...
Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC's Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center stocks, and ...
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 ...
In the global AI race, a sanctioned Chinese firm says cheaper models can still win
China's artificial intelligence race has no finish line. DeepSeek, Moonshot AI, Alibaba and even consumer electronics firm Xiaomi have all ...
Pinterest surges 15% after earnings beat as company posts strong guidance
Bill Ready, CEO of Pinterest, speaks at the 28th annual Milken Institute Global Conference at the Beverly Hilton in Beverly ...
Bret Taylor’s Sierra raises nearly $1 billion months after last capital push
Bret Taylor, co-founder and CEO of Sierra, speaking to CNBC at the World Economic Forum in Davos, Switzerland on Jan. ...
Denmark faces data center reckoning as power grid overwhelmed by surging demand
COPENHAGEN, Denmark — The Nordics, long seen as a magnet for data center investment thanks to their stable climate and ...
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 ...
