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Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says
Nvidia and AMD are leaders in the GPUs, which power large language models and have skyrocketed in demand with the data center buildout.
Jim Cramer: Waymo's soaring valuation adds a new layer to the Alphabet buy story
Waymo's growth is reinforcing Alphabet's tech dominance and strengthens the bull case for the stock.
Sandisk stock soars 14% after blowout earnings report shows overwhelming AI demand
The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips.
Cramer reveals plan for Starbucks stock if it dives after reporting earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Why it's the perfect time to start a position in this industrial stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Binance says 'wait and see' on re-entering the U.S. Ripple's CEO thinks it's happening
Richard Teng, co-CEO of Binance called the U.S. "a very important marketplace," but added it was taking a "wait and see" approach.
ServiceNow inks deal with OpenAI to boost its AI software stack
ServiceNow has been on an acquisition frenzy as it looks to position itself as a key AI software player.
Salesforce's Benioff calls for AI regulation, says models have become 'suicide coaches'
Salesforce CEO Marc Benioff described AI models as "suicide coaches" at the World Economic Forum's flagship conference on Tuesday.
Anthropic appoints Mariano-Florentino Cuéllar to its independent trust, two members conclude terms
Anthropic's Long-Term Benefit Trust is the company's independent governance structure
Jim Cramer is bullish on these 2 stocks as the market moves sharply lower
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
CNBC Daily Open: Investors had much to cheer in 2025 — but 2026's starting out rocky
The S&P 500 rallied 16.39% in 2025, mostly on the back of enthusiasm over AI. But investors have to contend with the U.S.' attack on Venezuela.
Street analyst reveals 3 AI stocks set to dominate 2026 – plus, Meta’s next move
There's more room to run for four Club holdings after shattering records this year.
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
Jim Cramer urges discipline on GE Vernova as Wall Street analysts get more bullish
Volatile trading in GE Vernova stock recently epitomizes the fickle nature of the AI trade.
CNBC Daily Open: Oracle's debt seems to be affecting data center funding
Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."
CNBC Daily Open: Beauty is in the eye of the U.S. jobs report beholder
Whether you're a bull or a bear, Tuesday's tea leaves will show you what you want to see — but beware confirmation bias.
CNBC Daily Open: AI infrastructure stocks are taking a beating
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order.
AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide
In at least one corner of the AI market, sentiment has turned decidedly negative.
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