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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-13
Nvidia says CEO Jensen Huang is joining Trump's China trip - CNBC
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www.cnbc.com 2026-05-13 CNBC
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2026-05-13
Expect software and semiconductor stocks to close their value gap, says KKM Financial's Kilburg - CNBC
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www.cnbc.com 2026-05-13 CNBC
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2026-05-13
Trade Tracker: Bill Baruch trims Micron - CNBC
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www.cnbc.com 2026-05-13 CNBC
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2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
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www.cnbc.com 2026-05-13 CNBC
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2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
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www.cnbc.com 2026-05-13 CNBC
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2026-05-12
Here are Tuesday's biggest analyst calls of the day: Nvidia, Broadcom, Tesla, Lowe's, Disney, Intel & more - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-12
Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn't one of them - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-12
AI will drive Nvidia higher by more than 40% from here, says Wells Fargo - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-12
Formfactor CEO: Key indicators showing semiconductor demand will continue - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-12
Biggest Micron bulls on Wall Street say they're even more confident now. Here's why - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-11
Here are Monday's biggest analyst calls: Nvidia, Micron, Tesla, FedEx, BP, Dell, Starz, Wendy's, Affirm & more - CNBC
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www.cnbc.com 2026-05-11 CNBC
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2026-05-11
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC
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www.cnbc.com 2026-05-11 CNBC
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2026-05-11
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC
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www.cnbc.com 2026-05-11 CNBC
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2026-05-10
Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI - CNBC
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www.cnbc.com 2026-05-10 CNBC
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2026-05-09
Micron and Qualcomm are among the most overbought stocks this week. Here are the others - CNBC
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www.cnbc.com 2026-05-09 CNBC
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2026-05-09
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year - CNBC
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www.cnbc.com 2026-05-09 CNBC
Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel is now worth over $25 billion, a historic return in a matter of months. In 2026, the pace of deals has kicked into overdrive, wit
Artificial IntelligenceChipmakerNVIDIAAI InfrastructureInvestment StrategySemiconductor IndustryGPUEcosystem Expansion
2026-05-09
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - AOL.com
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www.aol.com 2026-05-09 AOL.com
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC JOEL SOUTH Sat, May 9, 2026 at 7:30 PM GMT+8 0 24/7 Wall St. Quick Read Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue (up 73% YoY) with Q1 guidance at $78B, trading at $215 with a 24x forward P/E and 83% one-year gain, though the bear case warns hyperscaler CapEx growth of 10% clashes with Nvidia’s 40% guidance. Corning (GLW) surge
NVIDIAArtificial IntelligenceGPUData CenterSemiconductorAI InfrastructureOptical NetworkingAI Investment
2026-05-09
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - Yahoo Finance
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finance.yahoo.com 2026-05-09 Yahoo Finance
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2026-05-09
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - 24/7 Wall St.
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247wallst.com 2026-05-09 24/7 Wall St.
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” Video Muted Loading stock data... The Bear Case: The Run Already Happened The skeptical panelist remains a
NVIDIAArtificial IntelligenceAI InvestmentSemiconductor IndustryGPUData CenterAI ChipsNVIDIA Stock
2026-05-09
Lightning Round: Hope for a down day in ASML, says Jim Cramer - CNBC
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news.google.com 2026-05-09 CNBC