NVIDIA Corp
- Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues - ASML is experiencing several tailwinds including an expectation of increased chipmaking capacity and continued demand for AI semiconductors.
- Big Tech’s AI data center push is spawning a new heat economy - AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.
- CoreWeave stock jumps 12% as Nvidia invests $2 billion to expand AI data center capacity - Nvidia purchased CoreWeave Class A common stock at $87.20 per share.
- Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' - The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
- What I want from Apple, Meta and Microsoft in their key earnings reports - All three stocks are regarded as broken, and it's difficult to get more broken.
- From Bill Gates to Emmanuel Macron: How the world’s most powerful people communicate and exert influence - "It's the performance, not the content... it's not what you say, it's the way that you say it," executive coach René Carayol tells CNBC about how leaders speak.
- Nvidia director Persis Drell resigns with $26 million worth of stock after decade on board - Nvidia's board now has 10 directors, including CEO Jensen Huang,
- Nvidia’s Huang to visit China as AI chip sales stall - Nvidia CEO Jensen Huang plans to visit China ahead of the mid-February Lunar New Year, two people familiar with the matter told CNBC.
- Intel stock falls 6% after company offers soft first-quarter guidance - Intel reported fourth-quarter earnings on Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
- Nvidia's Huang says AI boom will create 'six-figure salaries' for those building chip factories - "We're talking about six-figure salaries for people who are building chip factories or computer factories or AI factories," Nvidia's Jensen Huang said at WEF.