Advanced Micro Devices Inc
AMD’s Lisa Su says AI isn’t replacing people, but is changing who gets hired
Advanced Micro Devices CEO Lisa Su said Tuesday that artificial intelligence has not slowed the pace of hiring at her company, but the job candidates who have truly embraced the technology have become a priority. “I would say that we’re actually not hiring fewer people,” Su told CNBC’s Jon Fortt on Tuesday from the CES […]
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Memory chip giants spark global semiconductor rally as shortages stoke price hikes
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2, 2026. Michael Nagle| Bloomberg | Getty Images Semiconductor stocks rallied to start the year, led by the world’s biggest memory chip firms that are getting a boost from continued artificial intelligence-related […]
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What Wall Street expects to see from CES 2026, the biggest tech show of the year
The 2026 CES conference, a bellwether for consumer technology, brings a heavy focus on applied use cases of artificial intelligence that could have an impact on several big tech stocks – and Wall Street is watching. The Consumer Technology Association’s CES trade show is running this week with a few notable speakers slated to kick […]
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Chip stocks rally to start 2026 after third-straight winning year
Chipmaking stocks rallied to kick off 2026 as investors piled into the winning artificial intelligence-fueled sector following another big year of gains. Dutch chip equipment maker ASML surged 9%, while Micron Technology jumped 8% to start the new trading year. Lam Research and Intel rallied about 7% each, while Marvell Technology rose 5%. Advanced Micro […]
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Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every […]
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These stocks had big turnarounds in 2025. Where analysts see them heading in 2026
After steep losses in 2024, stocks including Advanced Micro Devices and CVS Health managed to stage sharp rebounds this year — and analysts believe they may still some more room to run. An artificial intelligence-driven rally drove stocks broadly higher this year, with the S & P 500 on pace for a 17% year-to-date gain […]
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These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI […]
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Tech stocks rebound, Google’s boomerang strategy, Xbox’s slump and more in Morning Squawk
Wall Street and Broad St. signs are seen as New York Stock Exchange building decorated for Christmas at the Financial District in New York City, United States on December 16, 2020. Tayfun Coskun | Anadolu Agency | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five […]
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These are the world’s most important stocks heading into 2026, according to Bank of America
The most important companies in the global stock market come down to just 20 names — and they can wield significant influence over investors’ portfolios going into the new year, a Bank of America analysis found. Most of the S & P 500’s 16% run this year can be attributed to a select few Big […]
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Cramer says Boeing is a buy here — plus, Wells Fargo and bank stocks keep rolling
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. Stocks were higher Friday, led by a rebound in Big Tech as the AI trade attempted to regain momentum. Nvidia stock jumped nearly 3% after Bernstein noted it is […]
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