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: NVIDIA Corp
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 ...
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 ...
Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for ...
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 ...
IREN inks AI infrastructure deal with Nvidia
Thomas Fuller | SOPA Images | Lightrocket | Getty ImagesData center operator IREN announced a partnership with semiconductor giant Nvidia ...
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast
CoreWeave shares tumbled as much as 10% in extended trading on Thursday after the AI infrastructure provider issued light revenue ...
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 ...
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 ...
