Applied Materials Inc
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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Congress pushes back against Nvidia, White House with chip export limits
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration. The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang, who has repeatedly made the pitch to […]
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These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to […]
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China’s DeepSeek is set to release a new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow for Nasdaq stocks. The Chinese AI company has yet to announce a release date, but it’s expected to be imminent following last week’s conclusion of the Lunar New Year celebration. The startup has announced previous models early […]
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Tech giants commit billions to Indian AI as New Delhi pushes for superpower status
Tech giants have committed to funneling hundreds of billions of dollars into Indian AI efforts, against the backdrop of a major summit in the country that’s brought together world leaders and AI execs. Record sums are being ploughed into AI as governments and companies across the globe race to roll out the technology. Hyperscalers — […]
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Jim Cramer says this hot tech stock can help solve America’s energy problems
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 reversed higher after the Supreme Court on Friday struck down the bulk of President Donald Trump’s tariffs . The S & P 500 had been down earlier in […]
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Chinese tech companies progress ‘remarkable,’ OpenAI’s Altman tells CNBC
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam Altman (C) and Anthropic CEO Dario Amodei (R) at the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images The progress of Chinese tech companies across the entire stack […]
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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?
All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the […]
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