David Riedel of Riedel Research Group remains bullish on Korean memory chipmakers, which he describes as “the holders of the keys” to continued AI growth. He also explains why Korean high-voltage equipment manufacturers are his highest-conviction investment call.
Ads have been rolled out for free users and those on the 399 rupee ($4) per month 'Go' plan.
David Wagner of Aptus Capital Advisors says the data center trade may face sentiment-driven pressure in H2 2026, rather than fundamental weakness. He sees Nvidia share price reaching $275 in the coming months and notes circular financing not is not a red flag, but is a sign that the AI and compute industry is maturing.
The Defense Department had barred the U.S. military from using Anthropic's Claude in March
CNBC's Kate Rooney joins 'Closing Bell Overtime' with news on another possible acquisition from Nvidia.
CrowdStrike CEO said Thursday that AI is allowing attackers to find and exploit vulnerabilities faster, making the company's protection a must.
CNBC’s Jim Cramer said strong earnings from Nvidia and Salesforce shattered two major bear cases that had weighed on the tech stocks.
Katherine Klingensmith, Edelman Financial Engines CIO, joins 'Closing Bell Overtime' to talk how to play the current market conditions and opportunities to invest.
World Liberty’s proposed trust bank has preliminary federal approval as the Trump-backed crypto venture deepens its ties to a senior UAE official.
Bryn Talkington, Requisite Capital Management, Stephanie Aliaga, JPMorgan, and Adam Parker, Trivariate join 'Closing Bell' to talk the AI trade, the rally in semiconductors, and more.
The fight over AI and its associated data center infrastructure has spilled into election-after-election this year.
At the groundbreaking ceremony for SK Hynix's first U.S. facility, CEO Kwak Noh-Jung says Indiana will be a key memory production base by 2030.
The Model Hardware Standard is initially available in a research preview, but Anthropic plans to open source it in the future.
The letter also urged a coordinated government effort to make cyber defense accessible to critical infrastructure under pressure.
CNBC's Kristina Partsinevelos joins 'Squawk Box' to break down the company's quarterly earnings results.
Jim Cramer believes the comeback rally in Salesforce is far from over.
CNBC's MacKenzie Sigalos joins 'Squawk on the Street' to discuss how Google is taking aim at Anthropic, Microsoft with budget-friendly AI pricing.
