Tag: NVIDIA Corp
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Super Micro surges 15% on new order and margin disclosure after SpaceX announcement
Many server makers are seeing faster growth as companies race to deploy artificial intelligence servers.
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OpenAI, Anthropic boost lobbying as legacy tech and defense spending slips
The two AI developers spent a combined $3.17 million in the second quarter, up 23% from the first three months of 2026.
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Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Nvidia released new information about its data center CPU, called Vera, that prospective customers need to fully evaluate the chip.
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Here are Tuesday’s biggest analyst calls: Nvidia, SpaceX, Tesla, Meta, Micron, Oracle, Five Below & more
Here are the biggest calls on Wall Street on Tuesday.
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Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Nvidia said it would invest $2 billion into Nebius in March.
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CNBC Daily Open: Trump revives his tariff playbook with Canada
U.S. President Donald Trump has revived his signature solution to many of his perceived problems: tariffs.
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CNBC’s The China Connection newsletter: The AI consumer bet might surprise you
Investors are betting that how people spend their time and money will change dramatically due to artificial intelligence.
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Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer says the AI trade has become too unpredictable, making this a better time to put new money into high-quality companies outside of technology.
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Don’t be fooled by an AI stock bounce. Charts suggest more downside ahead
Fairlead’s Katie Stockton says it might be wise reduce exposure to this AI trade.
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Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
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