Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
What Anthropic’s $50B AI investment means for these 3 portfolio stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The stocks set to win as AI spend continues to soar: Analysts
Corporate investment into artificial intelligence totaled over $250 billion last year as companies raced to develop intelligence-fueled products…
Analyst Recommends Applied Materials (AMAT) as Top AI and Data Center Stock
We recently published 10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum. Applied Materials Inc…
Applied Materials lays off 4% of workforce
Signage outside Applied Materials headquarters in Santa Clara, California, U.S., on Thursday, May 13, 2021. David Paul Morris…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange in New York on August 15, 2025.…