Vcg | Visual China Group | Getty Images When ChatGPT launched in 2022, Google was caught flatfooted, but the launch of Gemini 3 and the Ironwood AI chip this month has experts raving about Alphabet’s AI comeback. Google kicked off November by unveiling Ironwood, the seventh generation of its tensor processing units, or TPUs, that…
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. Market update : Stocks are higher on Wednesday, extending the S & P 500 ‘s win streak to three days and the recent rebound to more…
The Dell Technologies logo is on display at the International Broadcasting Convention (IBC2025) on Sept. 12, 2025 in Amsterdam, Netherlands. Michel Porro | Getty Images Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue, but the company forecasted a stronger-than-expected fourth quarter driven by increased AI sales. Dell shares rose…
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on November 19, 2025. Brendan Smialowski | Afp | Getty Images Nvidia on Tuesday said its tech remains a generation ahead of the…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. Stocks were mixed on Tuesday, with the S & P 500 and Dow Jones Industrial Average up and the Nasdaq Composite down slightly, with Big Tech names under pressure….
Jonathan Raa | Nurphoto | Getty Images Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. Shares of Nvidia were 2.5% lower in premarket trade. Google-parent Alphabet was trading 2.5% higher. On Monday, The Information reported that Meta is considering using Google’s tensor processing units (TPUs)…
Sam Altman, CEO of OpenAI attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 8, 2025. David A. Grogan | CNBC OpenAI CEO Sam Altman said on Friday that the artificial intelligence startup has finally finished its first prototypes for…
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. Market update : The S & P 500 is on pace for its second positive session in a row as it claws back some of its…
Concerns about the steep valuations of artificial intelligence (AI) stocks and a questionable outlook for an interest rate cut in December weighed on investor sentiment in recent trading sessions. For now, however, Nvidia‘s solid earnings last week seemed to undermine the idea that everything tied to AI investment is in a bubble. Investors looking to…
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET. I didn’t have to look at the three letters on my phone screen to know who was ringing. It was the old man we called Pop, or more like “The Old Man of the Mountain,” as he…
