Burry shorts Caterpillar after it nearly doubled in AI rally of 2026
Michael Burry attends “The Big Short” New York screening Ziegfeld Theater on Nov. 23, 2015, in New York…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
How a Niche Technology Became a Choke Point for A.I.
Subramanian Iyer, an electrical engineer and educator, has long specialized in a sleepy niche of the semiconductor industry…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Hedge funds ‘doubling down’ on AI are fleeing software stocks: Goldman
Key Points Among semiconductor stocks, hedge funds added to Lam Research Corp, Applied Materials Inc, and ASML Holding on…
Meta, Broadcom And Others Launch $125 Million UCLA AI Chip Hub
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Broadcom…
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…
Jim Cramer: Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the…
Nvidia snaps up AI chip packaging capacity as TSMC expands in U.S.
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every…