I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the stocks of companies tied to generative artificial intelligence and accelerated computing: They will dominate in 2026, just as they have since ChatGPT came on the scene four years ago. I want to …
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to …
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, …
Josh Woodward, VP of Google Labs, addresses the crowd during Google’s annual I/O developers conference in Mountain View, California on May 20, 2025. Camille Cohen | AFP | Getty Images Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him. The 42-year-old …
Intel was once the world’s largest semiconductor company, but its market cap plummeted in recent years as the chipmaker fell behind Taiwan Semiconductor Manufacturing Co. and spent billions of dollars trying to catch up. Now, Intel has entered high-volume production of 18A, the new chip node it says will turn …
CEO and President of Warner Bros. Discovery David Zaslav and CEO of Paramount Skydance, David Ellison. Mike Blake | Brendan McDermid | Reuters It’s time for everyone’s favorite holiday tradition — CNBC’s annual anonymous media executive predictions! CNBC spoke with 16 of the most powerful and influential executives in U.S. …
Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025. David Paul Morris | Bloomberg | Getty Images One of the biggest launches in Apple’s history is supposed to come next year, and it’s got nothing to …
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven …
Broadcom on Thursday evening reported another strong quarter and better-than-expected guidance for the current quarter. Nonetheless, the Club stock gave up its initial pop and traded sharply lower as the Q & A session of the post-earnings conference call kicked off. Investors were apparently not satisfied with CEO Hock Tan’s …
MUMBAI, INDIA – SEPTEMBER 20: People take the selfie with the new IPhone 16 at the Apple store in Bandra-Kurla Complex during the first day of sale of the iPhone 16 smartphone on September 20, 2024 in Mumbai, India. Hindustan Times | Hindustan Times | Getty Images The report is …