Applied Materials Inc
The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets
The war in the Middle East could pose a threat to the semiconductor industry and other sectors dependent on a resource produced in the Gulf — helium. Helium is a little-known but key input in many industries, most notably technology. In semiconductor manufacturing, its cooling properties are used to transfer heat. Helium is also indispensable […]
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Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers
Sanjay Mehrotra, president and chief executive officer of Micron Technology Inc., during a groundbreaking ceremony for the new Micron Technology Inc. semiconductor manufacturing facility in Clay, New York, US, on Friday, Jan. 16, 2026. Heather Ainsworth | Bloomberg | Getty Images Micron saw its stock triple in 2025, and it’s up nearly 62% so far […]
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U.S. and China economic chiefs meet in Paris to clear path to Trump-Xi summit
U.S. Treasury Secretary Scott Bessent gives a statement during the 56th annual World Economic Forum (WEF) meeting, at the USA House venue, in Davos, Switzerland, January 19, 2026. Denis Balibouse | Reuters Top U.S. and Chinese economic officials launched a new round of talks in Paris on Sunday to iron out kinks in their trade […]
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Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI computing race: Nvidia was spending a reported $20 billion to license technology from chip startup Groq and hire key employees, including its CEO, who previously helped Google create what’s become the leading alternative to Nvidia’s AI processors. […]
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The Tech Download: Chip supply chains and data center risks — the tech sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the two-week mark. In tech, two areas crucial to the artificial intelligence boom have come to the fore: chipmakers and hyperscalers with massive AI buildout projects in countries that neighbour Iran. SK Hynix Inc. 12-layer HBM3E memory chips, […]
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Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals
Meta’s 5-gigawatt Hyperion data center under construction in Richland Parish, Louisiana, Jan. 9, 2026. Courtesy of Meta Meta on Wednesday revealed four custom, in-house chips tailored for artificial intelligence-related tasks as part of the company’s massive data center expansion plans. The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family […]
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AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. On a conference call with analysts on Tuesday following Oracle’s quarterly earnings, Clay Magouyrk, one of the software vendor’s two CEOs, indicated that his company’s infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) from […]
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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 its custom AI chip business. The report showed that despite fading enthusiasm for Broadcom’s stock, its most important business still has the wind at its back. Revenue in the fiscal first quarter of 2026, which ended Feb. […]
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Here’s an update on our 4th Industrial Revolution stocks and the rest of the portfolio
On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen […]
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Asia markets opens mixed after Wall Street pullback on Nvidia slump
Low angle view of tall buildings in Tokyo, Japan, showcasing diverse architectural styles George Pachantouris | Moment | Getty Images Asia-Pacific markets traded mixed Friday, after U.S. stocks declined overnight as Nvidia shares tumbled despite a quarterly earnings beat. Japan’s Nikkei 225 slid 0.6%, while the Topix traded flat. The benchmark Japanese index hit 59,000 […]
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