Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Rising bond yields and oil prices put stocks under pressure this week, while another bout of volatility in…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 8% on a deal that would allow Google to buy up to $12.2 billion…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Nexus Data Centers in advanced talks to secure $15B for Google-backed Anthropic data center
Dario Amodei, co-founder and chief executive officer of Anthropic, during an interview on “The Circuit with Emily Chang”…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Samsung Electronics second-quarter operating profit beats estimates on soaring AI chip demand
The logo of Samsung is seen at the Samsung Electronics Seocho building in Seoul on July 7, 2026.…
Samsung Electronics wins $200 billion Broadcom AI chip partnership
A Samsung flag flies outside the company office in Seoul, South Korea on February 05, 2024. Chung Sung-jun…
Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
AMD to invest up to $5B in Anthropic as part of computing power deal
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event…
2 things capping Monday’s market rally. Plus, Alphabet’s new AI chip plans
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…