The stock market continues to be volatile as concerns about the elevated valuations of artificial intelligence stocks impact investor sentiment. Investors looking beyond short-term noise might want to consider enhancing their portfolios with stocks having attractive long-term growth potential. To that end, top Wall Street analysts can help investors pick the right stocks, as their…
Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips to nations like China. “I’ve said it repeatedly that we support export controls, and that we should ensure that American…
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…
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,”…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher on Wednesday, extending the S & P 500 ‘s win streak to three days and the recent rebound to more…
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google’s TPU to Amazon’s Trainium and OpenAI’s plans with Broadcom. These…
Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Woohae Cho | Getty Images News | Getty Images Even Nvidia CEO Jensen Huang couldn’t save the tech and artificial intelligence trade this week. The chip giant’s talismanic…
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these worries will recede, as they did Friday, or flare up again will certainly be something to watch in the days and weeks ahead. We understand the concerns about valuations in the speculative aspects of the AI trade,…
A woman uses her mobile phone as she walks past the logo of Japan’s telecommunications giant SoftBank in Tokyo on December 25, 2013. Toru Yamanaka | Afp | Getty Images Tech conglomerate SoftBank plunged more than 10% Friday amid losses across the region, after U.S. tech stocks lost ground and investors’ hopes dimmed of a…
Shares in AI darling Nvidia popped in premarket trade after the U.S. firm beat expectations in third-quarter results after the closing bell on Wednesday. Shares were last trading 5.5% higher at 4:15 a.m. ET. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance. “There’s been a…
