Eugene Mymrin | Moment | Getty Images All computing devices require a part called memory, or RAM, for short-term data storage, but this year, there won’t be enough of these essential components to meet worldwide demand. That’s because companies like Nvidia, Advanced Micro Devices and Google need so much RAM for their artificial intelligence chips,…
Intel shares rose 2% in extended trading on Thursday after President Donald Trump posted a flattering message on social media about the chipmaker and its CEO, and championed the government’s investment in the company. “I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump wrote on Truth Social. In August,…
Advanced Micro Devices CEO Lisa Su said Tuesday that artificial intelligence has not slowed the pace of hiring at her company, but the 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 conference…
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the stocks of companies tied to generative artificial intelligence and accelerated computing: They will dominate in 2026, just as they have since ChatGPT came on the scene four years ago. I want to straighten out some of these…
Chipmaking stocks rallied to kick off 2026 as investors piled into the winning artificial intelligence-fueled sector following another big year of gains. Micron Technology and dutch chip equipment maker ASML jumped 10% and 9%, respectively, to start the new trading year. Lam Research and Intel rallied more than 6% each, while Marvell Technology rose 5%….
Trader Peter Tuchman wears “2026” glasses as traders work on the floor of the New York Stock Exchange at the opening bell on Dec. 31, 2025. Timothy A. Clary | Afp | Getty Images The new year is starting off looking a lot like the old one. The first trading day of 2026 kicked off…
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty Images West Texas dust, iron-tinged and orange-red, rides the wind and sticks like a film to everything you touch. It clings to skin and the inside of your mouth, a fine grit that turns every…
SoftBank has completed its $40 billion investment commitment to OpenAI, sources told CNBC’s David Faber. The Japanese investment giant sent over a final $22 billion to $22.5 billion last week, according to the sources familiar with the matter. SoftBank had previously syndicated $10 billion and invested $8 billion in the ChatGPT maker. The investment takes…
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI…
Remember Nvidia? I want to do the unthinkable: give you the rap on Nvidia spouted by the myriad short sellers who seem to want to break this company’s stock and its intellectual property abilities. It’s daunting and, to some degree, beleaguering even for me, its principal supporter in the media. It’s a brutal parade of…
