CNBC’s Jim Cramer on Monday said the latest chapter of the artificial intelligence boom is reviving memories of the excesses that fueled the dot-com bubble. “I lived through 2000,” the “Mad Money” host said. “I don’t want the sequel.” On Sunday, the Wall Street Journal reported that Nvidia was discussing a $250 billion backstop for…
WASHINGTON, DC – JANUARY 21: OpenAI CEO Sam Altman appears during a news conference with U.S. President Donald Trump in the Roosevelt Room of the White House on January 21, 2025 in Washington, DC. Trump announced an investment in artificial intelligence (AI) infrastructure and took questions on a range of topics including his presidential pardons…
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping the artificial intelligence chip firm at market close for the first time since April 2025. Shares of Nvidia fell 5% on Monday, giving the chipmaker a valuation of $4.77 trillion, as AI chip stocks in general declined…
My top 10 things to watch Monday, July 27 1. Futures are surging this morning , and oil prices are tumbling after the U.S. and Iran paused fighting over the weekend. Nasdaq is leading the way, up about 1.4%. WTI crude is down about 7% to under $84 a barrel, on pace for its biggest…
Nvidia and a host of tech giants on Monday launched a new AI safety initiative focused on open models, as the fallout from a cyber attack committed by a rogue OpenAI model continues. Last week, it emerged that the target of the attack, startup Hugging Face, was unable to use leading U.S. frontier models to…
It’s not the spend, it’s the return. That’s what Friday’s technology stock plunge said. I think it just might be the most significant tech selloff in more than a year. We need to know — potentially — what we are facing. We need to know if the trillion-dollar spigot is drying up — or it…
Amazon , Meta Platforms , Microsoft and Apple headline the busiest week of this summer earnings season. Plus, the Federal Reserve holds its July policy meeting, which adds intrigue following rekindled Middle East tensions. 1. Earnings: We’ve got 10 Club names reporting this week, including the other three hyperscalers on the heels of Alphabet earnings…
As the AI infrastructure buildout and global geopolitical developments spur massive spending, an old-guard sector of the economy is getting a level of attention from investors that rivals the action in tech. The industrials sector of the S&P 500 is trading at a price-to-earnings ratio above 30, a level investors more often associate with high fliers,…
Jeff Dean, head of artificial intelligence at Google LLC, speaks during a Google AI event in San Francisco, California, U.S., on Tuesday, Jan. 28, 2020. David Paul Morris | Bloomberg | Getty Images Earlier this year, Google AI lead Jeff Dean, on a podcast, discussed a concept that, at the time, was hardly spoken about…
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 Nvidia said it’s secured AI memory supply from South Korea’s SK Hynix, as the chipmaker tries to lock in…
