Here’s our monthly update on all 33 portfolio stocks, including 4 to buy right now
The CNBC Investing Club on Wednesday held its May Monthly Meeting, featuring Jim Cramer and Jeff Marks, director of portfolio analysis, covering ...
Tag: Taiwan Semiconductor Manufacturing Co Ltd
Taiwan chip stocks climb after Nvidia announces $150 billion spending plans
Nvidia CEO Jensen Huang announced plans for a new campus in Taiwan during an employee meeting on May 27, 2026.NvidiaNvidia ...
AMD to invest $10 billion in Taiwan’s AI industry to advance top-end chips
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las ...
Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran ...
Intel CEO says foundry business is gaining momentum as customer interest grows
Intel CEO Lip-Bu Tan said Monday that the company's external manufacturing business is gaining traction, emerging as a key piece ...
What you need to know about Nvidia competitor Cerebras after wild IPO
Cerebras Systems' monster debut on Thursday didn't just place it among tech's biggest-ever IPOs — it was a crystal clear ...
Why Taiwan became the defining issue in the Trump-Xi talks
BEIJING — U.S. President Donald Trump has kept up an uneasy silence about Taiwan following his meeting with Chinese leader ...
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 ...
The Nasdaq’s win streak, Netflix earnings, another AI pivot and more in Morning Squawk
1. Peace talksUS President Donald Trump speaks to members of the media on the South Lawn of the White House ...
Nvidia rival tells CNBC it’s seeking at least $100 million in funding as European AI chip market booms
European chip startups developing alternative technology to Nvidia's graphics processing units (GPUs) are eyeing big funding rounds as they look ...
