Elon Musk’s SpaceX chip fab in Texas to cost up to $119 billion
Elon Musk arrives at the federal courthouse during proceedings in the trial over his lawsuit against OpenAI in…
Nvidia, Corning partner on three new optical factories NC, Texas
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three…
Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
Close-up of logo for Samsung on research building in the Silicon Valley, Mountain View, California, October 28, 2018.…
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…
Investors Should Buy the Stocks of These 3 OpenAI Partners Regardless of What Happens to OpenAI
Key Points Amazon’s $138 billion multiyear contract with OpenAI may sound large, but it is a relatively small…
OpenAI and Microsoft Just Revamped Their Longstanding Partnership. Will This Impact Microsoft’s Artificial Intelligence (AI) Moat?
Key Points Microsoft has invested over $13 billion in OpenAI since 2019 and holds a 27% stake in…
Google Is Getting a Screaming Bargain on Its New Anthropic Investment. Here’s Why.
Key Points Bloomberg just reported on a major new investment into AI firm Anthropic from Google parent Alphabet.…
Solid Earnings From IBM and ServiceNow Fail to Quell Artificial Intelligence Concerns, Sending Software Stocks Lower. Here’s What Investors Need to Know
Key Points IBM didn’t raise its full-year guidance. ServiceNow increased its 2026 fiscal year guidance for subscription revenues,…
Arm launches its own CPU, with Meta as first customer
For more than 35 years, Arm Holdings has licensed its instruction sets to the world’s biggest chipmakers and…
The 3 Best Artificial Intelligence (AI) Growth Stocks to Buy on the Nasdaq Before Q1 Earnings Season
Key Points Nvidia is poised to see another strong quarter in Q1. After reporting a blowout quarter last…
Prediction: The Nasdaq Will Hit New All-Time Highs This Year. This Is the Best Artificial Intelligence (AI) Growth Stock to Own When It Does.
Key Points Throughout 2026, investors have rotated meaningful capital away from growth stocks. While big tech has fallen…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…