On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen…
Nvidia CEO Jensen Huang speaks during a dinner event with the company’s Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Lam Yik Fei | Bloomberg | Getty Images Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that “compute demand is skyrocketing.” Investor concerns…
Amazon on Friday unveiled a strategic partnership with OpenAI that includes an investment of up to $50 billion, the latest sign of deepening ties between the tech giant and the maker of ChatGPT. As part of the deal, OpenAI will use more Amazon Web Services infrastructure, including a commitment to deploy 2 gigawatts of the…
Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin. Florian Gaertner | Photothek | Getty Images OpenAI has closed a $110 billion funding round, a financing that’s more than double the size of its last raise a year ago, which was a record for a private tech company. Amazon invested $50…
Nvidia H100 chips inside a server room at the Yotta Data Services Pvt. data center, in Navi Mumbai, India, March 14, 2024. Dhiraj Singh | Bloomberg | Getty Images India’s Yotta Data Services, which is building a $2 billion artificial intelligence hub using Nvidia‘s chips, said demand for graphic processing units in the country is…
Anthropic CEO Dario Amodei on Thursday said the company “cannot in good conscience” allow the Department of Defense to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position. The artificial intelligence startup has been engaged in tense negotiations with the Pentagon in recent weeks,…
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 22, 2025. Jeenah Moon | Reuters CoreWeave shares fell as much as 12% in extended trading on Thursday after the artificial intelligence-focused cloud infrastructure provider…
Omer Taha Cetin | Anadolu | Getty Images Google on Thursday rolled out Nano Banana 2, an update to its wildly popular artificial intelligence image generator. The company launched the first Nano Banana in August, and the service quickly went viral. Nano Banana Pro hit the market in November, built on Gemini 3 Pro. Google…
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., exits Los Angeles Superior Court in Los Angeles, California, US, on Wednesday, Feb. 18, 2026. Kyle Grillot | Bloomberg | Getty Images Instagram said Thursday that it will alert parents when teens repeatedly search for suicide and self-harm terms as parent company Meta comes under scrutiny…
Samsung on Wednesday unveiled the Galaxy S26 series, its latest flagship smartphone lineup that puts Alphabet‘s Gemini artificial intelligence front and center. It gives the search giant’s AI technology a major mobile foothold just before it’s expected to power a revamped Siri on Apple‘s iPhones. The S26 is notable for the sheer number of AI…
