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 ...
Tag: Nebius Group NV
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 ...
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 ...
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Google Cloud CEO Thomas Kurian speaks at the Google Cloud Next event in San Francisco, April 9, 2019.Michael Short | ...
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor leaders, in ...
Marvell stock pops 8% as Nvidia takes $2 billion stake, continuing run of similar bets
Shares of Marvell Technology surged 8% after Nvidia announced plans to invest $2 billion in the semiconductor company as businesses ...
Micron stock sinks 10%, further cratering in post-earnings sell-off
The Micron Technology offices in San Jose, California, Dec. 16, 2025.David Paul Morris | Bloomberg | Getty ImagesMicron shares plummeted ...
Nebius jumps 14% after company inks $27 billion infrastructure deal with Meta
In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San ...
Tech stocks lead Wall Street sell-off as tensions over Greenland escalate
Traders work at the New York Stock Exchange, in New York, Jan. 16, 2026.NYSETechnology shares led the declines in U.S. ...
Nvidia CEO’s ask of Taiwan Semi means more upside for this portfolio stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time ...
