Advanced Micro Devices Inc
Nvidia’s once-tight bond with gamers is cracking over AI, ‘and that breaks my heart’
For its first 30 years, Nvidia wasn’t a household name unless you were a gamer. Now, some of its original fan base feel left behind as artificial intelligence has made the chipmaker the world’s most valuable company. “The gaming segment is no longer the driving force of the company. There was one point when it […]
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AI chipmaker Cerebras set to file for IPO as soon as today
Cerebras, a producer of chips that run artificial intelligence models, will file to go public on Friday, two people familiar with the matter told CNBC. The people spoke on condition of anonymity, in order to discuss internal matters. Cerebras declined to comment. For years, Cerebras sought to sell chips to companies, but it has begun […]
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AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks
Big Tech stocks were on track to wrap a massive week on Friday, with shares of Oracle, Advanced Micro Devices and Microsoft set to post historic gains and benchmarks. Oracle, up 32% week-to-date, is on track for its best week since October 1999. The company expanded an artificial intelligence data center power deal with Bloom […]
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CNBC Daily Open: A ceasefire, but no Strait talk
A photograph taken from the southern Lebanese area of Tyre shows smoke as it rises from the site of Israeli airstrikes that targeted villages on southern Lebanon on April 16, 2026. Kawnat Haju | AFP | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily […]
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TSMC and ASML post-earnings stock moves could be a sign of what’s to come from chip companies
TSMC CoWoS chips: Sample microchips packaged using CoWoS at TSMC’s offices in San Jose, California, shown to CNBC on February 20, 2026. CNBC Two of the biggest names in chip manufacturing, Taiwan Semiconductor Manufacturing Co. and ASML, both reported strong earnings this week as demand for artificial intelligence chips remains sky high. But that didn’t […]
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TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images | Lightrocket | Getty Images Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong. Here are the company’s results […]
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Chip giants AMD, Qualcomm and Arm back driverless car startup Wayve with fresh funds
A prototype of the Nissan Motor Co. Leaf-based autonomous vehicle equipped with Wayve Technologies Ltd.’s AI Driver software and connected to Uber Technologies Inc.’s ride-hailing platform on display during a news conference in Tokyo, Japan, on Thursday, March 12, 2026. Kiyoshi Ota | Bloomberg | Getty Images British autonomous driving startup Wayve on Wednesday said it […]
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Bank of America earnings, Kalshi’s DC charm offensive, a United-American merger and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and happy Tax Day. As of last week, the average tax refund this year is more than 10% higher than the same time a year ago, according to IRS data. S&P 500 futures are little changed this morning after the […]
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CNBC Daily Open: Back-to-back gains on Iran peace talks hope
A protester waves an Iranian flag and shouts slogans during a demonstration against US military action in Iran near the White House in Washington, DC, on April 7, 2026. Mandel Ngan | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. Not […]
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CNBC Daily Open: S&P 500 nears all-time high
Tourists walk past the U.S. Capitol and are reflected in the window of a parked ambulance on Capitol Hill in Washington, D.C., U.S., April 14, 2026. Evelyn Hockstein | Reuters Hello, this is Dylan Butts writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. Markets appear to think a deal between […]
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