Market News

CNBC’s Kristina Partsinevelos reports on Helios, AMD’s first rack-scale system for AI.

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in ...

“When was the last time you had a creation tool that was so editorially controlled?” Microsoft (MSFT) CEO Satya Nadella quizzed engineers while taking...

Both AI chip giants are on sale. Only one of them looks cheap.

AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, OpenAI and Oracle.

Former Apple exec Ron Johnson says Steve Jobs' success was not from controlling every decision, but from building trust and empowering teams.

It will be yet another interesting earnings season for the semiconductor company.

Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking...

CuspAI is part of a new wave of companies looking to use AI to solve challenges in the physical world.

Microsoft CEO Satya Nadella publicly criticized Anthropic's Fable AI product, questioning aspects of its technology and positioning. The comments come...

Cathie Wood, head of Ark Investment Management, has built a reputation for backing artificial intelligence stocks. But even her highest-conviction hol...

Apple (AAPL) briefly overtook Nvidia (NVDA) as the world’s most valuable company during trading on July 17. However, Apple could not maintain the lead...

Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Jensen Huang left Tokyo with deals spanning Japan's entire tech ecosystem.

Wood's ETFs sell stocks that have had strong runs to pay for other positions.

Microsoft buy thesis: why free cash flow conversion, cloud growth, and software margins matter now—and how moderating capex could lift shares long t...

Nvidia could actually lose a meaningful slice of its market share and still hit that milestone by 2030.

Apple's reported AI partnership with Alibaba is boosting confidence in the company's AI strategy as analysts see 58% upside ahead.

Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construc...