The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran war is putting pressure on their supply chains and profitability. A spiraling conflict in the Middle East has seen oil prices skyrocket and supply chains crucial to the tech sector hamstrung. Shortages of key chipmaking…
CNBC’s Jim Cramer said investors navigating Monday’s volatile market should use sharp pullbacks as buying opportunities rather than chasing short-lived rallies. “You go to your machine that you use for stocks,” the “Mad Money” host said. “You query it for the top ten largest losers in the S&P 500. If you like any of them…then…
An Android character is displayed in front of a building on the Google headquarters campus on July 23, 2025 in Mountain View, California. Justin Sullivan | Getty Images Alphabet‘s stock is up 140% over the past year, with a cloud business that is growing faster than Amazon’s and Microsoft’s. But 18 months ago, the Google…
Intel CEO Lip-Bu Tan said Monday that the company’s external manufacturing business is gaining traction, emerging as a key piece of the chipmaker’s turnaround. “Foundry is very important,” Tan told Jim Cramer on CNBC’s “Mad Money.” “It’s one of the key national treasures.” Intel’s manufacturing business, known as foundry, is of the most expensive and…
Shares of memory chip maker Seagate slipped more than 8% Monday, leading a group-wide sell-off, after comments from CEO Dave Mosley raised concerns that it won’t be able to meet the soaring demand fueled by the artificial intelligence buildout. Mosley was asked at a JPMorgan conference on Monday what it would take to add unit…
For decades, he criticized the industry’s lax attitudes toward computer security and individual digital privacy. He also developed solutions. Source link
Want to start an Nvidia position but think it’s too late? The stock hit an all-time high on Thursday and has quickly dropped 7% since then. We know that Nvidia can swing wildly in the near-term. With earnings coming up on Wednesday evening, we feel that a “beat and raise” quarter is the minimum requirement….
Elon Musk stands in an elevator to attend the trial in his lawsuit over OpenAI for-profit conversion at a federal courthouse, in Oakland, California, U.S., April 30, 2026. Manuel Orbegozo | Reuters After less than two hours of deliberations, a jury rejected Elon Musk’s claims against OpenAI CEO Sam Altman, ending a dramatic chapter in…
Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company’s headquarters in Menlo Park, California, U.S., Sept. 17, 2025. Carlos Barria | Reuters When Meta CEO Mark Zuckerberg told employees about his plan in late…
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. My half marathon in Brooklyn over the weekend ended on Coney Island, and all the signage for hot dogs reminded me of a not-so-fun fact: Frankfurters are over 10% costlier than a year ago. Stock futures are lower this morning….