Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction, NASDAQ:GOOGL) recently raised $85 billion with Berkshire Hathaway’s stamp of approval, and Meta Platforms (NASDAQ:META) seems to be heading in the same direction. The difference is that Google…
Live Updates High Water Mark11:56am ETJPMorgan is offering a measured read on Wednesday’s inflation print, characterizing May’s 4.2% CPI reading as the high-water mark for this cycle, according to Bloomberg. The bank…
Just in time for that big SpaceX (SPCX) IPO, the firm announced that Alphabet‘s (NASDAQ:GOOG | GOOG Price Prediction) Google has inked a $920 million per-month deal for AI compute that’ll run…
A $10,000 position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) on the last trading day of 2025 was worth about $12,480 by the close on June 8, 2026, a gain that…
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos,…
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee.…
When Yoshua Bengio speaks about AI risk, the industry listens. The Turing Award winner and one of the three godfathers of deep learning sat down with Bloomberg Businessweek Weekend on June 5,…
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news…
Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box…
