Advanced Micro Devices Inc
Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations
Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips to nations like China. “I’ve said it repeatedly that we support export controls, and that we should ensure that American […]
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Micron stops selling memory to consumers as demand spikes from AI chips
A person walks by a sign for Micron Technology headquarters in San Jose, California, on June 25, 2025. Justin Sullivan | Getty Images Micron said on Wednesday that it plans to stop selling memory to consumers to focus on meeting demand for high-powered artificial intelligence chips. “The AI-driven growth in the data center has led […]
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A ‘seismic’ Nvidia shift, AI chip shortages and how it’s threatening to hike gadget prices
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store in Shanghai, China Monday, Oct. 20, 2025. Wang Gang | Feature China | Future Publishing | Getty Images The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and […]
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Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said. “The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets,” […]
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Why December is a time for winners on Wall Street
This year’s market winners should continue to outperform through December, according to Oppenheimer. Stocks had a rocky start to the month, with the S & P 500 , Nasdaq Composite and Dow Jones Industrial Average all lower on Monday. Momentum names like Super Micro Computer and Broadcom both fell nearly 3% in midday trading. However, […]
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OpenAI takes stake in Thrive Holdings to help accelerate enterprise AI adoption
Sam Altman, CEO of OpenAI, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025. David A. Grogan | CNBC OpenAI on Monday announced it is taking an ownership stake in Thrive Holdings, a company that was launched by one […]
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CNBC Daily Open: Alphabet to omega in AI?
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such as Broadcom, […]
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CNBC Daily Open: A risky alpha bet in markets to revive AI trade
A Google cloud logo is seen at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such […]
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Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major technology names flounder. Shares of the Google parent surged more than 5% on Monday, adding to last week’s gain of more than 8%. The Big Tech stock is on track to finish November higher by more than […]
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Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these worries will recede, as they did Friday, or flare up again will certainly be something to watch in the days and weeks ahead. We understand the concerns about valuations in the speculative aspects of the AI trade, […]
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