You’ve watched the market move while you slept — and missed it. You’ve heard that hedge funds and algorithm traders are consistently on the right side of trades, not because they’re smarter, but ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Bill Ackman is betting big on Microsoft's success in the AI era. Billionaire investor Ackman said on ...

Monday - Friday, 6:00 - 7:00 PM ET CNBC’s Jim Cramer said investors should be more selective in the semiconductor rally. He said he remains bullish on the AI buildout, but recommends owning ...

Stocks: Nvidia (NVDA) has surged 150% in two years and 1,500% in five years, with Michael Burry betting against the semiconductor sector via bearish put options despite the stock’s continued strength.

At 10:15 AM ET, updates to include expected through-the-cycle growth in the 12th paragraph. Charles Schwab (SCHW) management is trying to shift investors' perception of the investment firm's stock at ...

Cerebras Systems priced its IPO at $185 per share on Wednesday evening, targeting a $5.5 billion raise and valuing the AI chipmaker at $40 billion, according to the Financial Times. The company, a ...

Cerebras Systems launched the largest initial public offering so far this year on Wednesday — and some are seeing it as a test of how much further the artificial-intelligence trade can go. Late ...

Cloudflare said it was laying off at least a fifth of its global workforce, citing the company’s increased adoption of artificial-intelligence tools. “The way we work at Cloudflare has fundamentally ...

Alphabet stock has been on a tear, up 136% over the last year. Its investments in chips, data centers, and models enable it to deliver cutting-edge AI features across Google Search, YouTube, and cloud ...

AWS growth is accelerating, even though it's already the largest cloud company in the world. The market is starting to appreciate the need for high spend in AI. Small companies that provide supplies ...

As the data center frenzy continues across the country, Philippe Laffont’s Coatue Management is joining the rush at the land level. Coatue launched the Next Frontier firm to purchase land that can be ...

ServiceNow (NOW) is set to host its financial analyst day today in Las Vegas, and investment firm BNP Paribas believes the event will focus on artificial intelligence-driven product innovation and, ...