Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
U.S. launches review of advanced Nvidia AI chip sales to China: Reuters
Nvidia’s H20 chip. Vcg | Visual China Group | Getty Images U.S. President Donald Trump’s administration has launched a review…
Nvidia and other chip stocks rise — but that doesn’t mean the AI trade is back for good
Last Updated: Dec. 18, 2025 at 4:51 p.m. ETFirst Published: Dec. 18, 2025 at 2:12 p.m. ET Some on Wall…
Stock market news for Dec. 18, 2025
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17,…
Unwind of AI trade being tested
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator. See today’s video…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Smartphone prices to rise in 2026 due to AI-fueled chip shortage
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store…
SoftBank Eyes Data Center Group Switch as Son Hunts for AI
SoftBank Group Corp. is studying potential acquisitions including data center operator Switch Inc., people with knowledge of the…
SoftBank Eyes Data Center Group Switch as Son Hunts for AI
Source: Switch Inc. (Bloomberg) — SoftBank Group Corp. is studying potential acquisitions including data center operator Switch Inc.,…
U.S. stocks hit records despite AI-led tech slide
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
‘Big Short’ Steve Eisman is getting worried about the AI trade
Steve Eisman of “The Big Short” fame said he is starting to worry that the artificial intelligence boom may…