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
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion in … Read more
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
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
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
TSMC offices in San Jose, California, on April 18, 2024. Bloomberg | Bloomberg | Getty Images The U.S. government has granted an annual licence to Taiwan Semiconductor Manufacturing to import U.S. chip manufacturing equipment to its facilities in Nanjing, China, the chipmaker said on Thursday. The approval “ensures uninterrupted fab operations and product deliveries,” the … Read more
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
Aerial view by drone of Tokyo Cityscape with Tokyo Sky Tree visible in Tokyo city, Japan on sunrise. pongnathee kluaythong | Moment | Getty Images Asia-Pacific markets mostly fell Tuesday, after the tech sell-down on Wall Street continued on AI bubble fears. Nvidia shares dropped more than 1% Monday stateside, giving back some of its more … Read more