NVIDIA Corp
AMD’s Lisa Su says AI isn’t replacing people, but is changing who gets hired
Advanced Micro Devices CEO Lisa Su said Tuesday that artificial intelligence has not slowed the pace of hiring at her company, but the job candidates who have truly embraced the technology have become a priority. “I would say that we’re actually not hiring fewer people,” Su told CNBC’s Jon Fortt on Tuesday from the CES […]
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Vista Equity Partners says its ‘agentic factory’ is reinventing the way companies use AI
A version of this article appeared in CNBC’s Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. With fears growing of an investment bubble in artificial intelligence infrastructure, the next phase of […]
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Maduro pleads not guilty, Nvidia’s robotaxi play, JPMorgan’s ‘secret sauce’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. We’re not even a week into the new year and I’ve already started telling myself that my resolution to read more can include reviewing drafts of this newsletter. Stock futures are little changed this morning. The market is coming off […]
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Stocks making the biggest moves premarket: Vistra, Onestream, Microchip Technology & more
Check out the companies making headlines before the bell: Nvidia — The chip stock rose 0.5% after the company unveiled new autonomous vehicle software at CES, the global tech conference. Vistra — Shares rose 4.7% after the electricity generation company said it agreed to acquire Cogentrix Energy for roughly $4 billion. Microchip Technology — The […]
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Memory chip giants spark global semiconductor rally as shortages stoke price hikes
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2, 2026. Michael Nagle| Bloomberg | Getty Images Semiconductor stocks rallied to start the year, led by the world’s biggest memory chip firms that are getting a boost from continued artificial intelligence-related […]
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The market expects Space X, OpenAI and Anthropic to go public this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether investors are willing to pay such hefty price tags in line with their valuations. Elon Musk’s SpaceX notched an $800 billion valuation in a secondary share sale in December, according to a letter to shareholders sent by […]
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DeepSeek blew up markets year ago. Why hasn’t it done so since?
Nearly a year ago, DeepSeek shook the AI world. Stocks of some of the leading Western tech companies plunged as the markets hit panic mode at the prospect of a new model from a relatively unheard of Chinese AI lab that challenged the premise of U.S. dominance in the space. Nvidia plummeted 17%, losing close […]
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Nvidia plans to test a robotaxi service in 2027 in self-driving push
Nvidia is building out an automotive tech business. Pictured here are its autonomous vehicle test cars at the company’s auto garage in Santa Clara, California, on June 5, 2023. Bloomberg | Bloomberg | Getty Images Nvidia on Monday unveiled plans to test a robotaxi service with a partner as soon as 2027, highlighting the chipmaker’s […]
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Micron is overbought. Using options to hedge against a reversal lower, while keeping upside exposure
Most options expire worthless, and short-dated options typically decay more rapidly, particularly relative to their own “extrinsic value” than longer-dated options strategies do. Consequently, options traders tend to focus on selling short-dated options a strategy that looks attractive because the decay (theta) is visible every day. The problem is that most of that theta is […]
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What Wall Street expects to see from CES 2026, the biggest tech show of the year
The 2026 CES conference, a bellwether for consumer technology, brings a heavy focus on applied use cases of artificial intelligence that could have an impact on several big tech stocks – and Wall Street is watching. The Consumer Technology Association’s CES trade show is running this week with a few notable speakers slated to kick […]
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