Jensen Huang just called AI job loss fears complete nonsense on live television, but his reasoning reveals as much about Nvidia's business model as it does about the future of hiring.
Jeremy Phillips The artificial intelligence boom that’s pushing market caps to records is reshaping employment. Challenger, Gray & Christmas data highlighted on CNBC’s Closing Bell Overtime on June 4 indicates that more than 87,000…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value. On CNBC’s Morning Call Sheet on Friday, June 5, Adam Kobeissi, Editor in Chief of The…
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500…
The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue’s Thomas Laffont, surfacing an idea they called the “10X paradox.” The takeaway carries direct implications for…
The pitch for Vanguard Growth ETF (NYSEARCA:VUG) sits at the cheap end of a long-running debate about whether active stock pickers can beat an index dominated by mega-cap growth names. VUG charges…
Elon Musk used a JPMorgan-hosted investor event this week to pitch SpaceX as entering a new chapter, telling Jamie Dimon that the company is “embarking on a massive new growth phase, and…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) trades at $218.66. With shares pressing toward a 52-week high of $236.26, the question is whether the AI infrastructure story still has room to run or…
Vandita Jadeja Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here’s Why, he argued that…
Live Updates Google Backfires 12:58pm ETAlphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is carrying some baggage into the weekend, with shares on track for a fourth straight weekly loss following a stretch that…
On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation…
It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology…
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center…
