NVIDIA Corp
- The AI chip shortage could raise smartphone prices — new research spells out by how much - The average selling price of smartphones in 2026 is expected to rise 6.9%, Counterpoint Research said.
- Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects - A slew of tech giants, including Amazon Web Services, Apple, Google Public Sector, Dell Technologies, Microsoft, Nvidia and OpenAI, are listed as partners.
- Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
- Here are the 2 big things we're watching in the stock market this week - This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports.
- Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
- AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading - AI-related names have made losses since Oracle's mixed results on Wednesday.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
- Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter - Broadcom stock is near an all-time high and has climbed 75% so far in 2025.
- Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.