My top 10 things to watch Friday, March 20 1. Stock futures are down this morning as oil works its way back up after a brief move lower on Thursday. The major averages are pacing for their fourth losing week in a row, with the S & P 500 and Dow down 0.4% and 1.2%,…
NVIDIA AI Computing Card captured in Hangzhou, Zhejiang Province, China on Dec. 9, 2025. Cfoto | Future Publishing | Getty Images The U.S. Attorney’s Office for the Southern District of New York has charged associates of an unidentified U.S. server maker with illegally diverting billions of dollars in artificial intelligence servers to China. The U.S….
At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027. Last year, the company had projections for a $500 billion revenue opportunity between the two chip technologies. Following Nvidia’s earnings report…
The artificial intelligence spending blitz has the memory industry dancing to a new tune. Shares of Micron are up more than 370% over the past year, while Sandisk, which only listed in February of last year, is up more than 1100%. For decades, memory stocks were stuck in a trader’s game, a boom-bust-repeat pattern, but…
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. This story has been updated since it was first published before 3 p.m. ET following what President Donald Trump told CBS News about the Iran war….
Investors will have a lot on their plate in the week ahead. Earnings season is set to wrap up, and several key economic updates are headed our way — all against the backdrop of the ongoing war in Iran. Another volatile week may be in store. 1. The U.S.-Iran war is the most important thing…
Thick plumes of smoke rise over the residential areas of the Iranian capital following airstrikes amid ongoing U.S.â”Israel attacks as multiple explosions are heard across the city in Tehran, Iran on March 01, 2026. Fatemeh Bahrami/ | Anadolu | Getty Images We hear it all the time on CNBC — markets hate uncertainty, and the…
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…
Nvidia reported better-than-expected fiscal fourth-quarter results on Wednesday, driven by 75% revenue growth in its core data center business. The stock rose about 2% in extended trading. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: $1.62 adjusted vs. $1.53 estimated Revenue: $68.13 billion vs. $66.21 billion estimated…
Being dark, as they call it, isn’t all it is cracked up to be. I’m talking about how “Mad Money” has been off the air these last couple of weeks to make way for the Winter Olympics. On a regular Friday edition of the show, I would lay out my game plan for the coming…
