AI memory is sold out, causing an unprecedented surge in prices

AI memory is sold out, causing an unprecedented surge in prices

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

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season

CNBC’s Jim Cramer said Friday that investors shouldn’t read too much into uneventful unemployment data, arguing that a lack of surprises on the labor front is actually giving the market room to reveal the real story: a broad-based rally spreading well beyond last year’s winners. “When you get an employment report that’s basically uneventful, it … Read more

Grok and X should be suspended from Apple, Google app stores, Democratic senators say

Grok and X should be suspended from Apple, Google app stores, Democratic senators say

Elon Musk looks on as President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, Nov. 19, 2025. Brendan Smialowski | Afp | Getty Images Three Democratic senators are calling on Apple and Google to suspend the X and Grok apps from their stores, … Read more

Ford enters race to offer eyes-off driving tech, starting with $30,000 EV in 2028

Ford enters race to offer eyes-off driving tech, starting with ,000 EV in 2028

Jim Farley, president and chief executive officer of Ford, speaks at the Ford Motor Co.’s Kentucky Truck Plant to launch the 2025 Ford Expedition, in Louisville, Kentucky, April 30, 2025. Carolyn Kaster | AP Ford Motor plans to introduce eyes-off driving technology on an upcoming $30,000 all-electric vehicle in 2028, the Detroit automaker announced Wednesday. … Read more

Huang says Nvidia seeing ‘very high’ Chinese customer demand for H200 AI chips

Huang says Nvidia seeing ‘very high’ Chinese customer demand for H200 AI chips

Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia CEO Jensen Huang on Tuesday said that the company is seeing “very high” customer demand in China for its H200 AI chips, which … Read more

Nvidia wants to power robotaxi fleets with chips, software by 2027

Nvidia wants to power robotaxi fleets with chips, software by 2027

Nvidia is building out an automotive tech business. Pictured here are its autonomous vehicle test cars at the company’s auto garage in Santa Clara, California, June 5, 2023. Bloomberg | Bloomberg | Getty Images Nvidia on Monday said it is working with robotaxi operators in hopes of having them use the company’s AI chips and … Read more

Week in review: We initiated a position — plus, top gainers and laggards of 2025

Week in review: We initiated a position — plus, top gainers and laggards of 2025

Friday marked the end of a lackluster week for stocks and the first trading session of 2026. The market was mixed for the holiday-shortened week: The Dow and Nasdaq shed 0.1% and 1.5%, respectively, while the S & P 500 edged roughly 1% lower, its third back-to-back loss since Monday. It’s unclear what caused the … Read more

The Club’s top 10 things to watch in the stock market Friday

The Club’s top 10 things to watch in the stock market Friday

My top 10 things to watch Friday, Jan. 2 1. S & P 500 futures are up early this morning as the market readies to kick off its first trading session of 2026. The broad market index gained more than 16% in 2025, its third consecutive annual gain. The Dow and tech-heavy Nasdaq are on track … Read more

Investors are betting these stocks will reap considerable returns in 2026

Investors are betting these stocks will reap considerable returns in 2026

Although stocks closed lower on the last trading day of 2025, several names could gain ground in the new year, investors said Wednesday on CNBC’s “Halftime Report.” “I will admit it has a sour feeling to it … but whatever January may bring in the markets, we’re likely to have a good year,” Jim Lebenthal, … Read more

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens

Google CEO Sundar Pichai waves as he arrives at the Artificial Intelligence Action Summit at the Grand Palais in Paris, Feb. 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the company’s shares doubled … Read more