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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.
CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
In the near term, investors may still be flighty, unless something concretely reassuring, such as Oracle achieving positive cash flow, takes place.
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide
Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
Trump’s AI order may be ‘illegal,’ Democrats and consumer advocacy groups claim
President Donald Trump executive order on a national artificial intelligence framework threatens funding for states that pursue AI laws deemed "onerous."
CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech
Even though the AI theme seems to be under scrutiny, other sectors are performing well on the back of a resilient U.S. economy and buoyed by interest-rate cut.
Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says
Nvidia CEO Jensen Huang "understands that ... being able to cozy up to Donald Trump might be the most important corporate CEO skill of all," Sen. Warren said.
CNBC Daily Open: Much to like in Fed's meeting amid warnings of restraint
It ended up being a "hawkish cut" by the U.S. Federal Reserve, as expected. Still, investors managed to find a few gifts tucked between the lumps of coal.
CNBC Daily Open: A Fed rate cut might not be festive enough
The "dot plot," Chair Jerome Powell's press conference and estimates for U.S. economic growth and inflation are ways the Fed can rein in sentiment.
Trump's blessing of Nvidia AI chip sales to China gets a chilly reception from GOP
Trump said Chinese President Xi Jinping "responded positively" to the proposal to let Nvidia sell H200 AI chips on condition that the U.S. gets 25% of revenue.
OpenAI hires Slack CEO Denise Dresser to lead global revenue strategy
Dresser was named Slack's chief executive in 2023 after spending more than a decade at Salesforce.
Instacart's AI pricing tools drive up the cost of some groceries, study finds
Federal regulators and politicians have scrutinized companies' use of AI tools to set the cost of products or services, often called "surveillance pricing."
CNBC Daily Open: The Warner Bros. Discovery deal — a cliffhanger in the making?
Even as Paramount and Warner Bros saw shares soar, the broader market declined as investors awaited the Fed's rate-setting meeting on Wednesday.
CNBC Daily Open: Playing now: Netflix-Warner Bros deal with a Trump twist
Despite an initial show of resistance to the Netflix-Warner Bros. Discovery deal, stranger things have happened in the Trump administration.
Elon Musk calls for aboliton of European Union after X fined $140 million
Musk's comments come as U.S. government officials step up criticism of the European Union
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