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…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Goldman’s latest cash cow is all about funding the AI infrastructure boom
Wall Street’s largest banks are riding a lucrative new wave — bankrolling the AI gold rush. Goldman Sachs…
Nvidia discloses $21 billion stake in SpaceX at end of second quarter
Elon Musk, chief executive officer of Tesla Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
Wall Street endorsed Jensen Huang’s ‘big concept’ for AI. What now?
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Intel plans $15 billion stock offering as AI demand accelerates
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel…
Is AMD Stock a Buy on the Dip as AI Revenue Surges?
Advanced Micro Devices (NASDAQ: AMD) shares sank despite the semiconductor company reporting a surge in AI data center…
Here’s how we played the massive rebound in AI stocks this week
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
China is gaining ground in AI. The U.S. still has a major advantage
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…