Eugene Mymrin | Moment | Getty Images All computing devices require a part called memory, or RAM, for short-term data storage, but this year, there won’t be enough of these essential components to meet worldwide demand. That’s because companies like Nvidia, Advanced Micro Devices and Google need so much RAM for their artificial intelligence chips, … Read more
Intel shares rose 2% in extended trading on Thursday after President Donald Trump posted a flattering message on social media about the chipmaker and its CEO, and championed the government’s investment in the company. “I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump wrote on Truth Social. In August, … Read more
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI … Read more
Here are Tuesday’s biggest calls on Wall Street: TD Cowen upgrades Ametek to buy from hold TD Cowen said the industrial company is executing well. “AME is executing well at a time when exposures broadly provide both support and optionality – markets that are doing well and should sustain (utility), ones that are strong and … Read more
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads. That surge came even as investors grew increasingly wary of inflated artificial intelligence valuations and the financing underpinning the rapid expansion of data centers. Global stocks sold off in … Read more
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17, 2025. Brendan McDermid | Reuters The S&P 500 was on pace to snap a four-day slide on Thursday, boosted by lighter-than-expected inflation data that brightened the outlook for lower interest rates in 2026 and blowout guidance from … Read more
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed … Read more
Broadcom CEO Hock Tan. Lucas Jackson | Reuters Broadcom’s quarterly results and guidance sailed past Wall Street estimates. It didn’t matter. The chipmaker’s shares plummeted 11% on Friday, their worst day since January, as investors ran for the exits on the artificial intelligence trade. Oracle dropped 4.5% a day after plunging 10% following its earnings … Read more
Traders work on the floor at the New York Stock Exchange on June 18, 2025. Brendan McDermid | Reuters The Dow Jones Industrial Average reached new heights on Thursday as a Federal Reserve interest rate cut followed by disappointing Oracle results prompted investors to move out of high-flying tech stocks and into names that can … Read more
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue than expected despite booming demand for its artificial intelligence infrastructure. AI-related stocks were hit following the report with, chipmakers Nvidia and Advanced Micro Devices each dropping about 1% and cloud provider CoreWeave sliding more than 3%. Here’s … Read more