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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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Norway wealth fund to vote for human rights report at Microsoft AGM, against management
Microsoft CEO Satya Nadella departs following a meeting of the White House Task Force on AI Education in the East Room of the White House in Washington on Sept. 4, 2025. Eric Lee | Bloomberg | Getty Images Norway’s $2 trillion wealth fund said on Sunday it would vote for a shareholder proposal at the […]
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Palantir has worst month in two years as AI stocks selloff
CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit, at Carnegie Mellon University in Pittsburgh, Pennsylvania, U.S., July 15, 2025. Nathan Howard | Reuters It’s been a tough November for Palantir. Shares of the software analytics provider dropped 16% for their worst month since August 2023 as investors dumped AI stocks […]
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‘Green light’ away from AI trade: Two ETF executives see a key market shift underway
ETF Edge ‘Green light’ away from AI trade: Two ETF executives see a key market shift underway Published Thu, Nov 27 20254:00 PM EST Krysta Escobar WATCH LIVE Source
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How Google put together the pieces for its AI comeback
Vcg | Visual China Group | Getty Images When ChatGPT launched in 2022, Google was caught flatfooted, but the launch of Gemini 3 and the Ironwood AI chip this month has experts raving about Alphabet’s AI comeback. Google kicked off November by unveiling Ironwood, the seventh generation of its tensor processing units, or TPUs, that […]
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CNBC Daily Open: Thanksgiving cheer comes a day early for U.S. markets
Traders work on the floor of the New York Stock Exchange (NYSE) on November 26, 2025, in New York City. Spencer Platt | Getty Images Thanksgiving in the U.S. takes place on Thursday stateside, but the feasting might have begun a day early for investors. The S&P 500, Dow Jones Industrial Average and Nasdaq Composite […]
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CNBC Daily Open: An early Thanksgiving celebration in U.S. markets
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 26, 2025. Brendan McDermid | Reuters Thanksgiving in the U.S. takes place on Thursday stateside, but the feasting might have begun a day early for investors. The S&P 500, Dow Jones Industrial Average and Nasdaq Composite all […]
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Dell misses on revenue, offers strong forecast driven by AI sales
The Dell Technologies logo is on display at the International Broadcasting Convention (IBC2025) on Sept. 12, 2025 in Amsterdam, Netherlands. Michel Porro | Getty Images Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue, but the company forecasted a stronger-than-expected fourth quarter driven by increased AI sales. Dell shares rose […]
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A third high-profile tech leader is leaving GM as part of a software-product restructuring
Mary Barra, Chair and CEO of General Motors (right to left), Mark Reuss, President, Sterling Anderson, Chief Product Officer, and Dave Richardson, Senior Vice President Software and Services Engineering at “GM Forward” on Wednesday, October 22, 2025 in New York. GM DETROIT – A third high-profile technology executive is leaving General Motors amid a restructuring […]
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