Intel Corp
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable
Sopa Images | Lightrocket | Getty Images Micron has become a standout favorite during the ongoing memory chip rally as tech companies scramble to secure supply amid shortages. The stock is up yet again on Monday even as the overall market is sagging on rising energy prices and concerns of renewed fighting between the US […]
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‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands
The Nasdaq will rise to 30,000 points in the next year as a bumper earnings season continues to bolster enthusiasm for AI stocks, Dan Ives, managing director at Wedbush Securities, told CNBC’s Squawk Box Europe on Monday. A solid tech earnings season has seen investor jitters earlier this year replaced with bullishness over the AI […]
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Trump rejects Iran’s proposal, Alphabet’s rally, Target ‘baby boutiques’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. Several pharmaceutical stocks are climbing this morning amid the recent hantavirus outbreak. Officials say the public health risk from the virus is low. Stock futures are little changed this morning following a winning week for all three major indexes. Here […]
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Stocks making the biggest moves premarket: Moderna, Lumentum, Intel, monday.com & more
Check out the companies making the biggest moves premarket: Moderna — The biotechnology company was up almost 9% after a U.S. citizen tested positive for the hantavirus. Another American had symptoms for the virus, but had yet to test positive, the Associated Press reported . Moderna last week announced that it was in the early-stage […]
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Alphabet’s 160% rally in a year reflects value of owning ‘most of the stack’ in AI
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet briefly passed Nvidia by market cap in after-hours trading this week, a remarkable feat for a company that was seen as deeply at […]
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Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping […]
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Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for the iPhone maker’s devices, marking a major shift in the chipmaking landscape. Talks between the two companies have been brewing for more than a year, with a preliminary agreement reached in recent months, the Wall […]
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Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia. While the chipmaker — and the world’s most valuable company — continues to prosper and is expected to […]
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Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for its data center CPU business. Revenue for the company’s fiscal 2026 fourth quarter ended March 31 increased 20% year-over-year to $1.49 billion, ahead of the LSEG-compiled analysts’ consensus estimate of $1.47 billion. Non-GAAP earnings per […]
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Dow rises 600 points as oil retreats on Iran deal progress; AMD jumps after earnings: Live updates
Traders work on the floor of the New York Stock Exchange on April 30, 2026. NYSE Stocks rose on Wednesday following a report that the U.S. and Iran were nearing an agreement to end the war. The Dow Jones Industrial Average added 675 points, or 1.4%. The S&P 500 advanced 1.4%, while the Nasdaq Composite […]
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