Tech giants race to get AI gadgets on shelves for holiday rush
With the holidays just a couple months away, tech companies are betting this is finally the year that AI gadgets make the shopping list.
CNBC — Technology5 min read
NVIDIA CORP
32 stories
Jim Cramer says the bull market's remarkable 4-year run offers a crucial lesson for investors
CNBC’s Jim Cramer said the market’s incredible four-year run shows why investors should stay invested rather than trying to time the market.
CNBC — Technology3 min readMicrosoft to rely more on homegrown AI chips, reducing dependence on Nvidia
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.
CNBC — Technology3 min readOpenAI defends decision to fire researchers: 'These decisions were not about raising safety concerns or speaking out'
OpenAI has defended its decision to fire three safety researchers for what the AI lab has described as a "significant breach of trust"
CNBC — Technology2 min readNvidia-backed Aussie AI firm Firmus withdraws historic IPO, citing market volatility
Nvidia-backed Australian AI data center operator Firmus has withdrawn its planned IPO amid market volatility.
CNBC — Technology2 min readNvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report
OpenAI has told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed.
CNBC — Technology3 min readU.S. suspends Microsoft, Adobe from green card labor program in foreign worker crackdown
Labor Secretary Keith Sonderling cited "multiple active federal investigations" around the two companies' involvement in the program Thursday.
CNBC — Technology3 min readFed minutes, Pepsi earnings, midterm megadonors and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min readMicrosoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
The new device shows Microsoft remains committed to making its own PCs even though it's not one of the top device makers.
CNBC — Technology3 min readAnthropic will be 'most ridiculous IPO' of year, analyst says
Anthropic reportedly plans to list on the Nasdaq before Thanksgiving, and one bearish advisory firm suggests that investors sit this one out.
CNBC — Technology3 min readApollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
Since SpaceX's record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
CNBC — Technology3 min readTrillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
CNBC — Technology3 min readMeta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
CNBC — Technology5 min readNvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged
The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."
CNBC — Technology2 min readCerebras stock pops 9% after Sam Altman calls the chipmaker a 'close partner'
Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
CNBC — Technology2 min readHow Nvidia, Micron and a surprising jobs report drove last week's stock action
Here's a closer look at the three developments that drove the action in our portfolio last week.
CNBC — Technology1 min readCerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
CNBC — Technology3 min readTSMC Mulls Multibillion-Dollar Texas Campus for More AI Chips
Taiwan Semiconductor Manufacturing Co. is weighing a new campus in Texas that would add tens of billions of dollars in new investment to the company’s multiyear expansion into chipmaking in the US.
Bloomberg Technology1 min read
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