Top researchers are jumping ship from Big Tech firms like Meta and Google to launch startups and raise huge funding rounds in the process, as investors bet big on the commercial potential of early-stage AI labs. Amid colossal spending on AI, many of these new startups are raising hundreds of millions within months of being…
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory…
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 were drifting higher following an initial sluggish start to the week. Some semis and other AI infrastructure stocks were giving back some gains after their…
We do not have enough money coming into this market. The funds flow only to stocks tied to the data center buildout and a few others. Even the most tangential of the data center “stories,” such as the warehouse REITs and machinery stocks like Cummins and Dover, manage to sustain themselves if they have healthy…
The busiest week of earnings season is here. But that’s not all investors have on their plate. There’s a Fed meeting, and a still-uneasy situation in the Middle east. Let’s get right into it. All estimates for revenue and earnings per share are sourced from LSEG. 1. Earnings Optical cable maker Corning kicks off our…
It was another week under the thumb of the Iran war. The S & P 500 and Nasdaq each finished Friday at record closing highs after whipsawing on Middle East developments throughout the week. Oil prices also swung sharply as Iran and the U.S. imposed blockades in the Strait of Hormuz, a critical oil shipping…
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip win on Friday may help explain why. Shares of the e-commerce and cloud giant popped nearly 3% to above $263 each, on track for their second record-high close this week. The latest catalyst: Friday morning’s announcement that…
Intel Xeon 6 processors are shown to CNBC at Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. Tony Puyol Semiconductors are a runaway train — up 17 of the past 18 sessions — and options traders are buying increasingly expensive call options to chase the rally higher. The VanEck Semiconductor ETF (SMH)…
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Carlos Barria | Reuters Nvidia shares closed at a record on Friday for the first time since October, pushing the company’s market cap past $5 trillion, as investors piled into the AI chip trade ahead…
The Intel logo is displayed on a sign in front of Intel headquarters on Jan. 22, 2026 in Santa Clara, California. Justin Sullivan | Getty Images Intel shares soared more than 20% on Friday as investors cheered signs of renewed growth due to mounting artificial intelligence demand. The stock was up 22% as of early…
