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Cerebras' blockbuster IPO boosts hype for SpaceX and OpenAI, but crowds out smaller players
May 16, 2026
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IPOS
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CoreWeave Inc
Software
Meta Platforms Inc
From
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What you need to know about Nvidia competitor Cerebras after wild IPO
May 15, 2026
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Intel Corp
AI / Artificial Intelligence
Oracle Corp
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Cerebras IPO mints two billionaires, sets stage for potential AI wave
May 14, 2026
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SPDR S&P Semiconductors
Nasdaq Inc
Cerebras Systems Inc
From
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Cerebras almost doubles in Nasdaq debut, topping $100 billion market cap after blockbuster IPO
May 14, 2026
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Technology
IPOs
IPO
From
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Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami
May 13, 2026
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Advanced Micro Devices Inc
NVIDIA Corp
From
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Whipsaw market actions leaves traders looking for direction. The 'fear gauge' might offer a clue
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iShares 20+ Year Treasury Bond ETF
Qualcomm Inc
Invesco QQQ Trust
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SPDR S&P Semiconductors
Sandisk Corp
Semiconductors
From
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Traders are treating this legacy tech giant like the next 'meme' stock
May 11, 2026
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Cisco Systems Inc
Markets
Intel Corp
From
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‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands
May 11, 2026
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Apple Inc
Technology
From
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Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable
May 11, 2026
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Qualcomm Inc
Broadcom Inc
Sandisk Corp
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Trump rejects Iran's proposal, Alphabet's rally, Target 'baby boutiques' and more in Morning Squawk
May 11, 2026
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Versant Media Group Inc
Netflix Inc
Technology
From
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Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
May 10, 2026
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Apple Inc
Technology
Crypto
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Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
May 09, 2026
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Technology Select Sector SPDR Fund
iShares Semiconductor ETF
First Trust Cloud Computing ETF
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Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking
May 08, 2026
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Entertainment
Taiwan Semiconductor Manufacturing Co Ltd
Apple Inc
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Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags
May 08, 2026
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Apple Inc
Western Digital Corp
Microsoft Corp
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Micron surges more than 30% on week as memory chip rally goes parabolic
May 08, 2026
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Alphabet Class A
stocks
From
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Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows
May 06, 2026
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Semiconductors and Semiconductor Equipment
Semiconductors
SPDR S&P Semiconductors
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Peace hopes, Disney earnings, dismantling Spirit Airlines and more in Morning Squawk
May 06, 2026
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Invesco QQQ Trust
Advanced Micro Devices Inc
From
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Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
May 06, 2026
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Technology Select Sector SPDR Fund
Microsoft Corp
Broadcom Inc
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Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
May 05, 2026
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Business News
Business
Companies
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Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond
May 05, 2026
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Dell Technologies Inc
Mad Money
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AMD tops estimates for first quarter as data center revenue jumps 57%
May 05, 2026
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iShares Semiconductor ETF
Technology
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Intel and Micron are poised to break major milestones
May 05, 2026
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Options Action
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Intel soars 14% on report of Apple chip talks, hits new all-time high
May 05, 2026
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SPDR S&P Semiconductors
Semiconductors and Semiconductor Equipment
NVIDIA Corp
From
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The Tech Download: Chip stocks surge in ‘historic’ month as investors’ AI buildout concerns ease
May 01, 2026
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iShares Semiconductor ETF
Technology
Apple Inc
From
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Apple earnings, DHS shutdown, 'Ozempic breath' and more in Morning Squawk
May 01, 2026
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iPhone
Eli Lilly and Co
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Nvidia earnings, Fed's Cook fights back, Taylor Swift's ring and more in Morning Squawk
August 27, 2025
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Intel Corp
Economy
From
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Trump Pentagon is 'thinking' about taking equity stakes in defense contractors, says Lutnick
August 26, 2025
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Politics
Lockheed Martin Corp
Breaking News: Politics
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CNBC Daily Open: The White House might need a rebranding exercise in the corporate world
August 26, 2025
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The Fed
Europe Markets
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CNBC Daily Open: U.S. wants equity in private businesses — staking its reputation
August 25, 2025
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The Fed
Asia Markets
Market Outlook
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