NVIDIA Corp
China’s AI chip firms are going public fast. But its crown jewel is staying private
China’s artificial intelligence chip sector has drawn heavy investor interest following a string of successful initial public offerings. But while those newly listed firms have led market gains, analysts say they are not leading China’s effort to reduce reliance on Nvidia. Instead, most analysts point to tech giant Huawei and its secretive chip unit, HiSilicon, […]
Read More
Asia-Pacific markets set to trade mixed as investors await Bank of Korea decision
Sunset scene of light trails traffic speeds through an intersection in Gangnam center business district of Seoul at Seoul city, South Korea Mongkol Chuewong | Moment | Getty Images Asia-Pacific markets were set to trade mixed Thursday as investors awaited a policy decision from the Bank of Korea. South Korea’s central bank is expected to […]
Read More
Stock futures are little changed after S&P 500, Dow slide for two straight sessions: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on January 14, 2026 in New York City. Michael M. Santiago | Getty Images Stock futures were near flat Wednesday night as the S&P 500 comes off of two consecutive days of losses. Futures tied to the Dow Jones Industrial Average […]
Read More
Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge
US President Donald Trump looks on before signing a bill in the Oval Office of the White House in Washington, DC, on Jan. 14, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Wednesday said that his administration will approve China sales of Nvidia‘s H200 chip for artificial intelligence, but the U.S. […]
Read More
Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker’s IPO
Andrew Feldman, co-founder and CEO of Cerebras Systems, speaks at the Raise summit in Paris on July 8, 2025. The annual conference gathers global leaders and key speakers in tech and AI. Nathan Laine | Bloomberg | Getty Images AI chipmaker Cerebras has signed a deal with OpenAI to deliver 750 megawatts of computing power […]
Read More
China’s ban on cybersecurity software roils three of our stocks — here’s our view
Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet, […]
Read More
Healthy Returns: Novo Nordisk CEO on GLP-1 pricing, and more insights from the JPM conference
A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. Good morning from San Francisco! It’s day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in […]
Read More
Jim Cramer reveals his favorite big-cap stock to own now, sees 20% upside ahead
CNBC’s Jim Cramer is doubling down on Alphabet , arguing the stock can build on its strong 2025 rally with another 20% jump. “I don’t think Google stops here,” Cramer said Tuesday on “Squawk on the Street.” “I think Alphabet goes straight shot to $400.” Shares of the Google parent Alphabet hit another all-time Tuesday, […]
Read More
Data center REIT CEO says real estate ‘not in an oversupply state’
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. As hyperscalers like […]
Read More
Salesforce releases updated Slackbot powered by Anthropic’s AI model
Salesforce CEO Marc Benioff delivers the keynote address at the start of the Dreamforce conference in San Francisco on Oct. 14, 2025. Jessica Christian | San Francisco Chronicle | Getty Images Salesforce is bolstering its Slack app with generative artificial intelligence to help users find relevant information and sort through the mountains of communication chaos. […]
Read More