Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at ...
Tag: NVIDIA Corp
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, ...
Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough
Sopa Images | Lightrocket | Getty ImagesKyle Dijamco is a proud member of Palantir Technologies' fast-growing retail investor base.The Los ...
Monetizers vs manufactures: How the AI market could splinter in 2026
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech ...
Exclusive: Nvidia buying AI chip startup Groq’s assets for about $20 billion in largest deal on record
Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May ...
These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty ImagesNvidia has been the biggest infrastructure winner ...
Why an analyst sees Meta shares getting back to record highs – plus, another tariff reprieve
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time ...
Lucid’s big SUV arrives with high expectations, and big risks
Lucid Motors gets rave reviews from critics. But it's sorely lacking customers. That's a problem the company can't afford. The ...
Data center deals hit record $61 billion in 2025 amid construction frenzy
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the ...
CNBC Daily Open: Oracle’s debt seems to be affecting data center funding
A view of Oracle headquarters on September 11, 2023 in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors ...
