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Marvell Technology Inc

The next ‘bottleneck’ in AI and the stocks buy, according to the pros

by Walter Watson
The next ‘bottleneck’ in AI and the stocks buy, according to the pros

There’s been a lot of talk about artificial intelligence’s current phase: infrastructure building. That has obvious benefits for chipmakers such as Nvidia and hyperscalers like Amazon , Microsoft and Alphabet …

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If Nvidia beats estimates, these 6 AI stocks tend to rise

by Ron Morgan
If Nvidia beats estimates, these 6 AI stocks tend to rise

Six artificial intelligence-related stocks tend to react positively to Nvidia ‘s quarterly results, according to CNBC Pro analysis. It comes ahead of Nvidia’s first-quarter earnings this year, which will be …

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China remains a crucial market for U.S. chipmakers amid rising tensions

by Edgar Davis
China remains a crucial market for U.S. chipmakers amid rising tensions

US-China chip war graphic Wong Yu Liang | Moment | Getty Images China remains an essential market for most American chipmakers despite Washington’s efforts to restrict chip sales to the country …

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Nvidia chases $30 billion custom chip market with new unit: Reuters

by Edgar Davis
Nvidia chases  billion custom chip market with new unit: Reuters

The Nvidia logo displayed on a phone screen and microchip and are seen in this photo taken in Krakow, Poland, on July 19, 2023. Nurphoto | Nurphoto | Getty Images …

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How these AI winners have fared a year after ChatGPT’s launch

by Walter Watson
How these AI winners have fared a year after ChatGPT’s launch

A year after ChatGPT’s debut, technology stocks are on a tear , artificial intelligence is the new Internet , and the investing community can’t seem to get enough of the …

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Signs of a sector rotation plus 2 more themes to watch in stock market

by Walter Watson
Signs of a sector rotation plus 2 more themes to watch in stock market

It was another win for the bulls this week. Wall Street started the month of December higher Friday — building on November’s rally, which broke a three-month losing streak. November …

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Stocks making the biggest moves midday: TSLA, DIS, BABA, ULTA

by Walter Watson
Stocks making the biggest moves midday: TSLA, DIS, BABA, ULTA

Check out the companies making headlines in midday trading. Tesla — Tesla shares slipped less than 1% as Wall Street assessed the company’s long-anticipated Cybertruck following a delivery launch event …

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What new U.S. export controls on China mean for Nvidia

by Walter Watson
What new U.S. export controls on China mean for Nvidia

Washington’s tightened grip on artificial intelligence chip sales to China could have long-term implications for Nvidia , 2023’s famed AI darling. Chip stocks sold off earlier this week after the …

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Stocks making the biggest moves midday: UAL, NVDA, MS

by Walter Watson
Stocks making the biggest moves midday: UAL, NVDA, MS

Check out the companies making headlines in midday trading. United Airlines — The airline stock dropped more than 8%. On Tuesday, the company warned that pricier jet fuel and a …

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Nvidia, Goldman, Lockheed and more

by Walter Watson
Nvidia, Goldman, Lockheed and more

Check out the companies making headlines in midday trading. Lockheed Martin — The defense company gained about 0.6% after it reported third-quarter results that beat expectations. The company posted $6.73 …

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