Amin Vahdat, VP of Machine Learning, Systems and Cloud AI at Google, holds up TPU Version 4 at Google headquarters in Mountain View, California, on July 23, 2024. Marc Ganley Google ‘s AI infrastructure boss told employees that the company has to double its compute capacity every six months in order to meet demand for…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Hero to zero Stock investors didn’t end up getting the post-Nvidia earnings market bounce they hoped for. After opening yesterday’s trading session higher, stocks took a dramatic…
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is partnering with Taiwan’s Foxconn, the world’s largest contract electronics manufacturer, to design and build artificial intelligence data center components…
CrowdStrike is setting the standard for modern cybersecurity and enjoying a well-deserved, incredible year for its stock. It’s a leader in a competitive industry, with rivals, such as fellow Club name Palo Alto Networks , all vying for companies’ ever-expanding cyber budgets. Despite strong earnings Wednesday evening, Palo Alto shares dropped sharply in Thursday’s big…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : There was an ugly reversal in the market Thursday. Stocks soared for most of the morning in reaction to Nvidia ‘s strong quarter, bullish…
Andriy Onufriyenko | Moment | Getty Images Bitcoin dropped on Thursday to levels not seen in more than six months, as investors appeared to pull back exposure to riskier assets and weighed the prospects of another Federal Reserve rate cut next month. The flagship digital currency fell to as low as $86,325.81, its lowest level…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. The S & P 500 jumped 1.1% Thursday as the AI trade was back in full force following Nvidia ‘s blowout quarterly earnings. Shares of the chipmaker were up…
Waymo driverless vehicles charge at a Waymo charging station in Santa Monica, California, U.S., May 30, 2025. Daniel Cole | Reuters Alphabet’s Waymo on Thursday announced that it will soon begin manually driving its robotaxi vehicles in Minneapolis, Tampa and New Orleans. The Google sister company will start operating test drives in that trio of…
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…
Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know…
