The year of AI PCs
Microsoft Chief Executive Officer (CEO) Satya Narayana Nadella speaks at a live Microsoft event in the Manhattan borough of New York City, October 26, 2016. Lucas Jackson | Reuters Microsoft‘s …
Dell Technologies Inc
Dell stock surges on optimism it has big AI server orders
Michael Dell, Chairman and CEO of Dell Technologies, is speaking at the Mobile World Congress 2024 in Barcelona, Spain, on February 27, 2024. Joan Cros | Nurphoto | Getty Images …
Changes are coming to the S&P 500 and Wall Street speculates these stocks could be added
These stocks could be poised to join the S & P 500 when the broad index undergoes its quarterly rebalance next month, according to some Wall Street analysts. Along with …
Super Micro plummets after posting revenue miss
The Super Micro Computer logo is seen on a smartphone screen. Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images Super Micro Computer shares plunged 14% on Wednesday after …
Buy the dip on tech stocks like Apple and Nvidia ahead of earnings, Morgan Stanley says
There’s still plenty of big tech-related stocks to buy ahead of earnings, Morgan Stanley said recently. The firm said investors should buy the weakness in stocks like Nvidia and Apple …
Morgan Stanley says these 3 global stocks will benefit from Intel’s new AI chip
The launch of Intel ‘s latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. Intel unveiled its third-generation AI accelerator, Gaudi 3 , …
Super Micro plunges ahead of third-quarter earnings later this month
Nvidia founder and CEO Jensen Huang displays products onstage during the annual Nvidia GTC Conference at the SAP Center in San Jose, California, on March 18, 2024. Josh Edelson | …
Intel unveils Gaudi 3 AI chip as Nvidia competition heats up
Pat Gelsinger, CEO Intel, speaking on CNBC’s Squawk Box at the WEF Annual Meeting in Davos, Switzerland on Jan. 16th, 2024. Adam Galici | CNBC Intel on Tuesday unveiled its latest …
Nvidia’s Blackwell AI chip will cost more than $30,000, CEO says
Nvidia’s next-generation graphics processor for artificial intelligence, called Blackwell, will cost between $30,000 and $40,000 per unit, CEO Jensen Huang told CNBC’s Jim Cramer on Tuesday on “Squawk on the …
Stocks enter ‘belief’ phase with most investors converted to bulls. What it means going forward
This was the month when the crowd shifted decisively from fighting the bull to embracing it. The sheer persistence of the equity rally, with the S & P 500 up …