Dell misses on revenue, offers strong forecast driven by AI sales

The Dell Technologies logo is on display at the International Broadcasting Convention (IBC2025) on Sept. 12, 2025 in Amsterdam, Netherlands. Michel Porro | Getty Images Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue, but the company forecasted a stronger-than-expected fourth quarter driven by increased AI sales. Dell shares rose … Read more

A third high-profile tech leader is leaving GM as part of a software-product restructuring

Mary Barra, Chair and CEO of General Motors (right to left), Mark Reuss, President, Sterling Anderson, Chief Product Officer, and Dave Richardson, Senior Vice President Software and Services Engineering at “GM Forward” on Wednesday, October 22, 2025 in New York. GM DETROIT – A third high-profile technology executive is leaving General Motors amid a restructuring … Read more

Execs say OpenAI has first hardware prototypes, plan to reveal device in 2 years or less

Sam Altman, CEO of OpenAI attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 8, 2025. David A. Grogan | CNBC OpenAI CEO Sam Altman said on Friday that the artificial intelligence startup has finally finished its first prototypes for … Read more

Eli Lilly hits $1 trillion market value, a first for a health-care company

A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March 17, 2024. Scott Olson | Getty Images Eli Lilly reached a $1 trillion market capitalization on Friday, the first health-care company in the world to join the exclusive club dominated by tech firms.  Eli Lilly briefly hit … Read more

Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders

Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall Street welcomed the report, and Nvidia stock rose after the release and during the conference call. Other stocks in the so-called artificial intelligence trade also saw a boost. A closer look at Nvidia’s report shows … Read more

Nvidia shares rise on stronger-than-expected revenue, forecast

Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Woohae Cho | Getty Images News | Getty Images Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the … Read more

Investors hope these three trades will weather a tech stock downturn

As concerns over a U.S. tech bubble linger, investment strategists are mapping out various diversification plays on both sides of the Atlantic to shore up portfolios against a sharp market correction. Market pros told CNBC that European equities, government bonds and value stocks all offer advantages amid valuation concerns in the artificial intelligence space. Arnaud … Read more

Arm custom chips get a boost with Nvidia partnership

Jensen Huang, CEO of Nvidia, reacts during the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea, October 31, 2025. Kim Soo-hyeon | Reuters Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia’s NVLink Fusion technology. The move will make … Read more

Nvidia CEO Jensen Huang surprised investors with a ‘half a trillion’ forecast. It’ll come up at earnings

Jensen Huang attends a reception for the 2025 Queen Elizabeth Prize for Engineering, at St James’ Palace in London, Brirain, Nov. 5, 2025. Yui Mok | Via Reuters Nvidia CEO Jensen Huang revealed in October that his company has $500 billion in orders, in 2025 and 2026 combined, for its chips that are at the … Read more

S&P 500 and Nasdaq futures rise to start the week: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) in New York on November 14, 2025. Charly Triballeau | Afp | Getty Images Stock futures were mixed on Monday following a choppy week in which valuation fears, a rotation within the market and a recalibration of Federal Reserve rate cut expectations pressured … Read more