S&P 500 aims to extend win streak — plus, a CFO switch at one of our key names
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Three ways the stock market will flip if the U.S.-Iran war ends
Want to know how the market will react when the U.S.-Iran war finally ends? CNBC’s Jim Cramer said Tuesday’s session gives investors the answer. The “Mad Money” host said that the market “tipped its hand” during Tuesday trading as stocks finally rallied and rates went lower, describing the day as “a dry run of what…
Marvell stock pops 11% as Nvidia takes $2 billion stake, continuing run of similar bets
Jonathan Raa | Nurphoto | Getty Images Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company as businesses race to meet ballooning artificial intelligence demand. The deal ties Marvell into Nvidia’s AI ecosystem, making it easier for customers to build on the infrastructure. Both…
Meta to spend $10 billion on AI data center in El Paso, 1GW by 2028
Meta CEO Mark Zuckerberg makes a keynote speech during the Meta Connect annual event, at the company’s headquarters in Menlo Park, California, on Sept. 25, 2024. Manuel Orbegozo | Reuters Meta is boosting its spending commitment on a forthcoming AI data center in West Texas by more than sixfold to $10 billion, with an aim…
OpenAI risk factors Microsoft reliance, Elon Musk and xAI lawsuits
OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026, in Washington. Anna Moneymaker | Getty Images In a document that resembles an IPO prospectus, OpenAI said its close ties with Microsoft could be a potential risk to its business, telling investors that the software company is responsible for “a substantial…
OpenAI data center pivot underscores Wall Street IPO concerns
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock’s 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images When OpenAI CEO Sam Altman took the stage at BlackRock’s U.S. Infrastructure Summit earlier this month, he acknowledged his company is facing a harsh reality:…
OpenClaw ChatGPT moment sparks concern AI models becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in Beijing on March 11, 2026. Adek Berry | Afp | Getty Images Three months ago, the tech industry was unaware of a lobster-themed AI coding project built by an under-the-radar Austrian software developer. OpenClaw, as that creation…
Trump admin unveils national AI policy framework to limit state power
U.S. President Donald Trump delivers remarks on artificial intelligence at the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters The Trump administration on Friday issued a legislative framework for a single national policy on artificial intelligence, aiming to create uniform safety and security guardrails around the nascent…
Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025. Josh Edelson | Afp | Getty Images The perks of working in Silicon Valley have long included high salaries. Now, some engineers may be offered a new incentive: artificial intelligence tokens. Nvidia CEO Jensen…
CEO Jensen Huang keynote Blackwell Vera Rubin
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…