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Cerebras' blockbuster IPO boosts hype for SpaceX and OpenAI, but crowds out smaller players
May 16, 2026
Tickers
IPO
IPOS
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Cisco Systems Inc
Advanced Micro Devices Inc
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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Alibaba Group Holding Ltd
SPDR S&P Semiconductors
AI Age
From
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Cerebras IPO mints two billionaires, sets stage for potential AI wave
May 14, 2026
Tickers
IPO
IPOS
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Advanced Micro Devices Inc
Snowflake Inc
AI / Artificial Intelligence
From
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Cerebras almost doubles in Nasdaq debut, topping $100 billion market cap after blockbuster IPO
May 14, 2026
Tickers
IPO
IPOS
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Alphabet Class A
Advanced Micro Devices Inc
Snowflake Inc
From
CNBC.com News
Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami
May 13, 2026
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Pershing Square USA Ltd
Advanced Micro Devices Inc
Arm Holdings PLC
From
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Whipsaw market actions leaves traders looking for direction. The 'fear gauge' might offer a clue
May 13, 2026
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Breaking News: Markets
Options Action
Intel Corp
From
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Qualcomm drops 13% as chip stocks pull back from record AI-driven rally
May 12, 2026
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Qualcomm Inc
Western Digital Corp
ON Semiconductor Corp
From
CNBC.com News
Traders are treating this legacy tech giant like the next 'meme' stock
May 11, 2026
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Options Action
Breaking News: Markets
Cisco Systems Inc
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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SGI Enhanced Nasdaq/100 ETF
Intel Corp
Apple Inc
From
CNBC.com News
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable
May 11, 2026
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Broadcom Inc
Breaking News: Markets
Micron Technology Inc
From
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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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Business News
Walmart Inc
Capital One Financial Corp
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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JPMorgan Chase & Co
Microsoft Corp
Apple Inc
From
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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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Marvell Technology Inc
AI / Artificial Intelligence
Technology Select Sector SPDR Fund
From
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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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Intel Corp
Apple Inc
SPDR S&P Semiconductors
From
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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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Intel Corp
Apple Inc
Breaking News: Technology
From
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Micron surges more than 30% on week as memory chip rally goes parabolic
May 08, 2026
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Advanced Micro Devices Inc
Alphabet Class A
iShares Semiconductor ETF
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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Intel Corp
Apple Inc
AI Age
From
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Peace hopes, Disney earnings, dismantling Spirit Airlines and more in Morning Squawk
May 06, 2026
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Technology
Invesco QQQ Trust
NVIDIA Corp
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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Coherent Corp
Breaking News: Technology
Semiconductors
From
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Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
May 05, 2026
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SK Hynix Inc
Breaking News: Markets
Business News
From
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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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iShares U/S/ Infrastructure ETF
Intel Corp
Vistra Corp
From
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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
Semiconductors
Breaking News: Technology
From
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Intel and Micron are poised to break major milestones
May 05, 2026
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SPDR S&P 500 ETF Trust
Breaking News: Markets
Options Action
From
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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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Taiwan Semiconductor Manufacturing Co Ltd
Technology
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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Alphabet Class A
NVIDIA Corp
Meta Platforms Inc
From
CNBC.com News
Apple earnings, DHS shutdown, 'Ozempic breath' and more in Morning Squawk
May 01, 2026
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Dividends
Politics
Investing
From
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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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5 Things to Know
Investment strategy
NVIDIA Corp
From
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Trump Pentagon is 'thinking' about taking equity stakes in defense contractors, says Lutnick
August 26, 2025
Tags
Politics
Intel Corp
Breaking News: Politics
From
CNBC.com News
CNBC Daily Open: The White House might need a rebranding exercise in the corporate world
August 26, 2025
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World Markets
NVIDIA Corp
Daily Open
From
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CNBC Daily Open: U.S. wants equity in private businesses — staking its reputation
August 25, 2025
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NVIDIA Corp
World Markets
Daily Open
From
CNBC.com News
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