(L to R) Jensen Huang, President and CEO of Nvidia Corporation, Google CEO Sundar Pichai and Mark Zuckerberg, CEO of Meta, arrive for a U.S. Senate bipartisan Artificial Intelligence Insight Forum at the US Capitol in Washington, D.C., on Sept. 13, 2023. Andrew Caballero-reynolds | Afp | Getty Images Last month, American tech giants came…
Gemini AI signage during the Google I/O Developers Conference in Mountain View, California, US, on Tuesday, May 19, 2026. David Paul Morris | Bloomberg | Getty Images DeepMind’s new boss is set to face intense pressure to close the AI performance gap with OpenAI and Anthropic. OpenAI and Anthropic have released new systems in recent…
CoreWeave CEO Michael Intrator appears after the company’s initial public offering at the Nasdaq MarketSite in New York on March 28, 2025. Michael Nagle | Bloomberg | Getty Images CoreWeave shares jumped 13% in extended trading on Tuesday after the AI infrastructure provider reported revenue than topped Wall Street expectations. Here’s how the company did…
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan AI Ecosystem” reception in Tokyo, Japan, on Thursday, July 16, 2026. Kiyoshi Ota | Bloomberg | Getty Images The first three-plus years of the artificial intelligence buildout has been paid for through record amounts of equity and…
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 off to a mixed start to the week. The S & P 500 traded higher for most of the early afternoon, but the bulls…
Intel headquarters is seen on July 23, 2026 in Santa Clara, California. Heather Diehl | Getty Images Intel announced a $15 billion common stock offering on Monday to support skyrocketing customer demand for artificial intelligence computing power. Shares of Intel fell 4% in morning trading. The chipmaker highlighted physical AI, purpose-built silicon and advance packaging…
The Club’s top 10 things to watch Monday, Aug. 10 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis 1. Wall Street is headed for a mixed open this morning following last week’s 3.5% surge to new highs for the S & P 500 . There’s still little clarity on…
Investors are closely monitoring earnings releases of artificial intelligence companies amid concerns about the durability of high spending and demand. While quarterly results provide key insights into a company’s performance and execution, it is prudent to focus on long-term prospects and look beyond short-term fluctuations. Top Wall Street analysts can help investors pick stocks with…
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a surprisingly weak July jobs report . The major averages notched a second straight week of gains, with the Dow Jones Industrial Average and S & P 500 both touching record highs. The blue-chip index closed at a…
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got a reprieve. The pennies-on-the-dollar acquisition of one-time highflyer Airtable, followed by plunges in HubSpot, Datadog and Figma on earnings reports, all served to underscore investor concerns that artificial intelligence models are eating away at the value of…
