We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta Platforms may have the money, but they have run into a brick wall in this stock market. That brick wall is hardware. I should have realized how acute the shortage is when we saw how the memory…
Wall Street exhaled on Friday after SpaceX nailed its record-breaking debut. The success wiped away a week of anxiety over whether the market had the appetite to digest the biggest initial public offering in history. SpaceX closed up 19% at nearly $161 per share for a market value of more than $2.1 trillion, making it…
Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI. Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to…
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. Stocks pulled back on Friday, but the S & P 500 is still on pace for its seventh straight positive week. The market moved lower in…
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. Markets are chugging along to new record highs again. Pockets of the tech trade are continuing to surge, with Lumentum , Coherent , Corning , Western…
My top 10 things to watch Monday, May 11 1. Usual oil price rally of 2%, which is standard now. Stocks are flat. Maybe that’s what makes this such a standoff. U.S. refineries are now processing 16.3 million barrels per day (bpd) of crude, up from the average 13.5 million bpd. This is unsustainable, but…
Another superb week for stocks is in the books. The S & P 500 and Nasdaq rallied on Friday to close out the week at a record high as Wall Street celebrated another solid batch of earnings and a strong-but-not-too-strong jobs report, while holding out hope for an end to the hostilities in the Mideast….
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping…
The Clicks Communicater smartphone on display. Startup Clicks Technology makes a Blackberry phone. Clicks When Apple launched the iPhone in 2007, physical keyboards quickly lost ground to touchscreens and faded from mainstream smartphones. Now, a new wave of startups, including U.K.-based Clicks Technology and Chinese firm Unihertz, is bringing them back and carving out a…
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia. While the chipmaker — and the world’s most valuable company — continues to prosper and is expected to…
