As earnings season continues, CNBC’s Jim Cramer on Friday walked investors through next week on Wall Street, highlighting quarterly reports from companies including Netflix, Intel, Capital One Financial and McCormick. “It’s an awfully odd week, this second week of earnings season, as light as the next week is heavy,” Cramer said. “Except for a couple … Read more
Company earnings and what happens with the interest rate outlook will unlock what’s next for a broadening stock market. Stocks are headed for a down week following an uneven start to the fourth-quarter earnings season. Of the big banks that kick off the reporting period, the retail banking players — JPMorgan, Citigroup, Bank of America, … Read more
Nvidia founder and CEO Jensen Huang speaks about the Vera Rubin AI platform during a question and answer session with reporters at the annual Consumer Electronics Show in Las Vegas, Jan. 6, 2026. Patrick T. Fallon | AFP | Getty Images Chipmakers Nvidia and Advanced Micro Devices led an industrywide rally in the U.S. on … 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
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 … Read more
President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to “approved customers” in China and elsewhere, on the condition that the U.S. gets a 25% cut. Chinese President Xi Jinping “responded positively” to the proposal, Trump wrote in a Truth Social post. The policy “will support American … Read more
When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys, it was just the latest in a string of massive investments announced by the chipmaker this year. Nvidia has also said it would take a $1 billion stake in Nokia, invest $5 billion in Intel and $10 billion … Read more
Marvell Technology Group Ltd. headquarters in Santa Clara, California, on Sept. 6, 2024. David Paul Morris | Bloomberg | Getty Images Semiconductor company Marvell on Tuesday announced that it will acquire Celestial AI for at least $3.25 billion in cash and stock. The purchase price could increase to $5.5 billion if Celestial hits revenue milestones, … Read more
Among the major Wall Street shops, Seaport stands alone with its solitary sell rating on shares of Nvidia . In a Sunday note, Seaport analyst Jay Goldberg reiterated his sell rating on the chipmaker. Goldberg’s $140 price target is about 21% below Nvidia’s Friday closing price of $177 per share. The stock has surged 33% … Read more
A sign opposing a zoning change for a Microsoft data center appears in Caledonia, Wisconsin, on Sept. 19, 2025. Jordan Novet | CNBC The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields, single-story homes and traffic signs alerting drivers to horseback riders. In September, … Read more