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Nvidia | https://www.cnbc.com/2025/09/30/how-schneider-electric-is-fueling-nvidia-infrastructure-growth.html?&qsearchterm=Nvidia | How this $130 billion energy management company is fueling Nvidia’s infrastructure growth | 2025-09-30T00:00:00 | Then last month, Schneider announced new, highly technical and detailed data center blueprints, developed with Nvidia, that the company says will significantly accelerate construction timelines as well as help operators adopt AI-ready infrastructure.
Schneider announced in June it would collaborate with Nvidia to serv... |
Nvidia | https://www.cnbc.com/2025/09/30/nvidia-gets-a-price-target-hike-from-citi-on-ai-infrastructure-growth-openai-deal.html?&qsearchterm=Nvidia | Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal | 2025-09-30T00:00:00 | Nvidia is poised for further upside as it ramps up initiatives to improve artificial intelligence infrastructure, including new products and partnerships, according to Citi. The investment bank, which has a buy rating on shares, raised its price target for Nvidia to $210 from $200, implying 15.5% upside from Monday's c... |
Nvidia | https://www.cnbc.com/2025/09/30/nvidias-market-cap-tops-4point5-trillion-on-ai-infrastructure-deals.html?&qsearchterm=Nvidia | Nvidia's market cap tops $4.5 trillion after string of AI infrastructure deals | 2025-09-30T00:00:00 | Nvidia shares reached a fresh record on Tuesday, climbing almost 3% and lifting the chipmaker's market cap past $4.5 trillion.
The stock is now up about 39% for the year, and continues to attract investors as Nvidia steps up its pace of deal-making, cementing its position at the center of the artificial intelligence b... |
Nvidia | https://www.cnbc.com/video/2025/09/30/nvidia-crosses-4-point-5-trillion-market-cap-how-to-trade-it-now.html?&qsearchterm=Nvidia | How to trade Nvidia as it crosses $4.5 trillion market cap | 2025-09-30T00:00:00 | In this video
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How to trade Nvidia as it crosses $4.5 trillion market cap
CNBC’s “Halftime Report” team discusses Nvidia's historic market cap and how to trade the stock. |
Nvidia | https://www.cnbc.com/video/2025/09/30/cerebras-ceo-heres-why-our-chips-are-a-more-efficient-alternative-to-nvidia.html?&qsearchterm=Nvidia | Cerebras CEO: Here's why our chips are a more efficient alternative to Nvidia | 2025-09-30T00:00:00 | Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email
Cerebras CEO: Here's why our chips are a more efficient alternative to Nvidia
Andrew Feldman, Cerebras Systems founder and CEO, joins CNBC's 'Squawk on the Street' to discuss how chipmaker is taking on Nvidia... |
Nvidia | https://www.cnbc.com/2025/09/29/broadcom-nvidia-among-the-stocks-showing-notable-insider-sales.html?&qsearchterm=Nvidia | Broadcom, Nvidia among the stocks showing notable insider sales | 2025-09-29T00:00:00 | Several technology giants have seen insider sales over the past week as the tech-heavy NASDAQ Composite continues to hover within striking distance of its record high. Insiders at companies including Broadcom , Nvidia and Strategy offloaded millions of dollars worth of shares this month, according to a raft of disclosu... |
Nvidia | https://www.cnbc.com/2025/10/01/wednesday-stocks-from-analyst-calls-like-nvidia.html?&qsearchterm=Nvidia | Here are Wednesday's biggest analyst calls: Nvidia, Apple, Tesla, Delta, Carvana, Coinbase and more | 2025-10-01T00:00:00 | Here are Wednesday's biggest calls on Wall Street: Seaport initiates Apple as buy Seaport said Apple products leave the company well positioned for the long haul. "We expect Apple t o have a good year on this year's product line-up, with Apple Air trending well and boding a stronger future for further price increases a... |
Nvidia | https://www.cnbc.com/2025/09/29/monday-top-stocks-from-analyst-calls-like-nvidia.html?&qsearchterm=Nvidia | Here are Monday's biggest analyst calls: Nvidia, Apple, Tesla, Wells Fargo, Disney, AppLovin and more | 2025-09-29T00:00:00 | Here are Monday's biggest calls on Wall Street: Deutsche Bank upgrades Lam Research to buy from hold Deutsche Bank said the semis company is best positioned. "Despite the impressive move in shares YTD (+77%) and even in the last 3 months (+31%), we believe LRCX is well positioned to outperform peers over the next twelv... |
Nvidia | https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html?&qsearchterm=Nvidia | Nvidia's $100 billion OpenAI deal showcases chipmaker's growing investment portfolio | 2025-09-26T00:00:00 | Nvidia CEO Jensen Huang gestures as U.S. President Donald Trump (not pictured) delivers remarks during the "Winning the AI Race" Summit in Washington D.C., U.S., July 23, 2025.
Nvidia this week said it'll invest $100 billion into OpenAI in a deal that highlights just how big the chipmaker's investment portfolio has be... |
Nvidia | https://www.cnbc.com/2025/09/30/tuesday-stocks-from-analyst-calls-like-nvidia.html?&qsearchterm=Nvidia | Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Amazon, Meta, CoreWeave, Celsius and more | 2025-09-30T00:00:00 | Here are Tuesday's biggest calls on Wall Street: Goldman Sachs initiates Golar LNG as buy Goldman Sachs said the nat gas company is compelling. "We initiate coverage of Golar LNG (GLNG) with a Buy rating." BTIG downgrades Instacart to neutral from buy BTIG downgraded the stock due to rising competition. "We are downgra... |
Microsoft | https://www.cnbc.com/2025/10/01/jim-cramer-5-biggest-money-mistakes-i-still-regret-even-today.html?&qsearchterm=Microsoft | Jim Cramer: Billionaires 'won't save you—they're out for themselves.' Here are 5 biggest money mistakes 'I still regret' today | 2025-10-01T00:00:00 | If picking great companies and buying their stocks seems so simple, why can't we all make money? Why do so many investors get discouraged or call stocks too risky? Mistakes, that's why. We make mistakes and we get defeated. I make mistakes, not all the time, but often enough to get discouraged myself. I question my abi... |
Microsoft | https://www.cnbc.com/2025/10/01/microsoft-wants-to-mainly-use-its-own-ai-chips-in-the-future.html?&qsearchterm=Microsoft | Microsoft wants to mainly use its own AI data center chips in the future | 2025-10-01T00:00:00 | Microsoft Chief Technology Officer and Executive Vice President of Artificial Intelligence Kevin Scott speaks at the Microsoft Briefing event at the Seattle Convention Center Summit Building in Seattle, Washington, on May 21, 2024.
Microsoft would like to mainly use its own chips in its data centers in the future, the... |
Microsoft | https://www.cnbc.com/2025/09/30/black-girls-code-ceo-on-the-relationship-that-helped-fuel-her-success.html?&qsearchterm=Microsoft | Black Girls Code CEO on the No. 1 relationship that helped fuel her success: ‘I’ve been really fortunate’ | 2025-09-30T00:00:00 | Cristina Mancini has had a storied career. The CEO of nonprofit Black Girls Code worked at 20th Century Studios (previously 20th Century Fox) for more than 13 years, rising to the rank of executive vice president. She then spent more than five years at Salesforce first as chief marketing officer and then chief engageme... |
Microsoft | https://www.cnbc.com/video/2025/09/30/recession-fears-are-a-anew-concerna-for-retail-investors-says-investopediaas-caleb-silver.html?&qsearchterm=Microsoft | Recession fears are a ‘new concern’ for retail investors, says Investopedia’s Caleb Silver | 2025-09-30T00:00:00 | Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email
Recession fears are a ‘new concern’ for retail investors, says Investopedia’s Caleb Silver
Caleb Silver, editor-in-chief of Investopedia, joins Fast Money to discuss the latest sentiment survey showing retail... |
Microsoft | https://www.cnbc.com/2025/09/30/amazon-alexa-echo-price.html?&qsearchterm=Microsoft | Amazon's new Echo devices designed for Alexa+ start at $99 | 2025-09-30T00:00:00 | In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT
Daniel Rausch, vice president of Alexa and Echo, announces the Echo Studio and Echo Dot Max during an Amazon event showcasing new products in New York City, U.S., September 30, 2025. Kylie Cooper | Reuters
Amazon on Tuesday unveiled four new smart s... |
Microsoft | https://www.cnbc.com/2025/09/30/ring-founder-ai-amazon-doorbell-police.html?&qsearchterm=Microsoft | Ring founder 'backs the blue,' says AI is helping Amazon-owned doorbell unit fight crime | 2025-09-30T00:00:00 | In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT
Jamie Siminoff, founder of Ring, speaks during an Amazon product event in the Manhattan borough of New York City on Sept. 30, 2025. Charly Triballeau | AFP | Getty Images
In 2023, Jamie Siminoff called up Amazon 's former devices boss, Dave Limp, to... |
Microsoft | https://www.cnbc.com/2025/09/29/jim-cramer-explains-why-he-thinks-the-ai-boom-is-different-than-the-dotcom-bubble.html?&qsearchterm=Microsoft | Jim Cramer explains why he thinks the AI boom is different than the dotcom bubble | 2025-09-29T00:00:00 | CNBC's Jim Cramer on Monday pushed back against the narrative that Wall Street's fervor for artificial intelligence is the same as the dotcom bubble of 2000, saying there are major differences in terms of the quality and funding of the current Big Tech stocks that are leading the market to new heights.
"Speaking as an... |
Microsoft | https://www.cnbc.com/2025/09/29/anthropic-claude-ai-sonnet-4-5.html?&qsearchterm=Microsoft | Anthropic launches Claude Sonnet 4.5, its latest AI model that's 'more of a colleague' | 2025-09-29T00:00:00 | Dario Amodei, co-founder and chief executive officer of Anthropic, at the World Economic Forum in 2025. Stefan Wermuth | Bloomberg | Getty Images
Anthropic on Monday announced its latest artificial intelligence model: Claude Sonnet 4.5. The model is better at coding, using computers and meeting practical business need... |
Microsoft | https://www.cnbc.com/video/2025/09/29/pres-trump-urges-microsoft-to-fire-lisa-monaco-who-served-as-deputy-ag-in-the-biden-administration.html?&qsearchterm=Microsoft | Pres. Trump urges Microsoft to fire Lisa Monaco, who served as deputy AG in the Biden administration | 2025-09-29T00:00:00 | Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email |
Microsoft | https://www.cnbc.com/2025/09/29/from-tesla-to-microsoft-satya-nadella-tech-firms-leader-once-h-1b-visa-holders.html?&qsearchterm=Microsoft | From Elon Musk to Microsoft's Satya Nadella: Tech leaders that were once H-1B visa holders | 2025-09-29T00:00:00 | In this article EBAY
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Evgenia Parajanian | Istock | Getty Images
President Donald Trump is looking to restrict and overhaul the H-1 B visa program, which has allowed U.S. companies to hire foreign talent in occupations such as IT, healthcare and eng... |
Amazon | https://www.cnbc.com/2025/10/01/microsoft-wants-to-mainly-use-its-own-ai-chips-in-the-future.html?&qsearchterm=Amazon | Microsoft wants to mainly use its own AI data center chips in the future | 2025-10-01T00:00:00 | Microsoft Chief Technology Officer and Executive Vice President of Artificial Intelligence Kevin Scott speaks at the Microsoft Briefing event at the Seattle Convention Center Summit Building in Seattle, Washington, on May 21, 2024.
Microsoft would like to mainly use its own chips in its data centers in the future, the... |
Amazon | https://www.cnbc.com/2025/10/01/top-3-club-stocks-and-the-bottom-3-as-the-market-surged-in-q3.html?&qsearchterm=Amazon | The top 3 portfolio stocks, and the bottom 3, as the market surged in the third quarter | 2025-10-01T00:00:00 | It was a terrific third quarter for Wall Street as the stock market hit record high after record high. The S & P 500 and Nasdaq climbed 7.8% and 11.2%, respectively, from the June 30 close to Tuesday's close, the session before the start of the fourth quarter, which began on a sour note after the government shut down e... |
Amazon | https://www.cnbc.com/2025/09/30/nike-shares-jump-on-strong-earnings-signs-its-turnaround-is-racing-ahead-under-ceo-hill.html?&qsearchterm=Amazon | Nike shares jump on strong earnings, signs its turnaround is racing ahead under CEO Hill | 2025-09-30T00:00:00 | Nike shares jumped in after-hours trading Tuesday after the sportswear maker's quarterly results far exceeded Wall Street expectations, signaling that CEO Elliott Hill's turnaround strategy is gaining momentum. Total revenue in the company's fiscal 2026 first quarter increased 1% year over year to $11.72 billion, toppi... |
Amazon | https://www.cnbc.com/2025/09/30/tech-and-health-care-rally-in-a-flat-market-plus-amazons-alexa-gets-smarter.html?&qsearchterm=Amazon | Tech and health care rally in a flat market — plus, Amazon's Alexa gets smarter | 2025-09-30T00:00:00 | Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves : Stocks were lower on Tuesday following slight gains for the S & P 500 on Monday. Unless a last-minute funding deal is reached, the fe... |
Amazon | https://www.cnbc.com/video/2025/09/30/amazon-touts-alexa-ai-features-new-devices.html?&qsearchterm=Amazon | Amazon touts Alexa+ AI features, new devices | 2025-09-30T00:00:00 | In this video
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Amazon touts Alexa+ AI features, new devices
CNBC's MacKenzie Sigalos reports on Amazon's new devices that have been revamped with Alexa+, the company's personal assistant powered by generative... |
Amazon | https://www.cnbc.com/2025/09/30/florence-poirel-left-google-job-in-switzerland-for-mini-retirement.html?&qsearchterm=Amazon | 37-year-old left her $390,000 Google job in Switzerland for an 18-month 'mini retirement'—and may never return to full-time work | 2025-09-30T00:00:00 | This story is part of CNBC Make It's Millennial Money series, which details how people around the world earn, spend and save their money. On Valentine's Day in 2024, Florence Poirel poured champagne in her Zurich apartment with her partner, both longtime Googlers. Her partner, Jan, had just finished a long, stressful d... |
Amazon | https://www.cnbc.com/2025/09/30/versant-wnba-media-deal.html?&qsearchterm=Amazon | Versant adds WNBA media deal to its growing sports portfolio | 2025-09-30T00:00:00 | Breanna Stewart, #30 of the New York Liberty, dribbles the ball against Napheesa Collier, #24 of the Minnesota Lynx, in the fourth quarter during Game Three of the WNBA Finals at Target Center in Minneapolis, Minnesota, on Oct. 16, 2024.
Versant has signed a new 11-year media deal with the Women's National Basketball ... |
Amazon | https://www.cnbc.com/2025/09/30/cramer-walmart-ceos-ai-warning-is-existential-everyone-needs-to-pay-attention.html?&qsearchterm=Amazon | Cramer: Walmart CEO's AI warning is 'existential,' everyone needs to pay attention | 2025-09-30T00:00:00 | The stark comments from the CEO of Walmart about artificial intelligence have business leaders talking, CNBC's Jim Cramer said Tuesday. "I think we're at a different inflection point," Cramer said on "Squawk on the Street." "I had more people talk about these Doug McMillon comments from Walmart than anything else. That... |
Amazon | https://www.cnbc.com/2025/09/30/amazon-alexa-echo-price.html?&qsearchterm=Amazon | Amazon's new Echo devices designed for Alexa+ start at $99 | 2025-09-30T00:00:00 | In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT
Daniel Rausch, vice president of Alexa and Echo, announces the Echo Studio and Echo Dot Max during an Amazon event showcasing new products in New York City, U.S., September 30, 2025. Kylie Cooper | Reuters
Amazon on Tuesday unveiled four new smart s... |
Amazon | https://www.cnbc.com/2025/09/30/amazon-prime-fanduel-real-time-nba-betting-updates.html?&qsearchterm=Amazon | Amazon Prime Video teams up with FanDuel for real-time betting updates during NBA games | 2025-09-30T00:00:00 | DeMar DeRozan #10 of the Sacramento Kings is defended by Jose Alvarado #15 of the New Orleans Pelicans during the second half of a game at the Smoothie King Center on February 12, 2025 in New Orleans, Louisiana.
Basketball fans watching on Prime Video this season will be able to track their wagers through an expanded ... |
Microsoft | https://www.cnbc.com/2025/10/01/microsoft-makes-co.html?&qsearchterm=Microsoft | Microsoft sales chief Althoff gets new role as CEO of company's commercial business | 2025-10-01T00:00:00 | President of Microsoft North America Judson Althoff speaks on stage during We Day at KeyArena on April 23, 2015 in Seattle, Washington.
Microsoft 's top-ranking sales leader, Judson Althoff, has been promoted to a bigger role as CEO of the company's commercial business.
Satya Nadella, Microsoft's CEO, wrote in a memo... |
Microsoft | https://www.cnbc.com/2025/10/01/microsoft-365-premium-bundle-ai-copilot.html?&qsearchterm=Microsoft | Microsoft launches AI and productivity software bundle for consumers | 2025-10-01T00:00:00 | Yusuf Mehdi, executive vice president and consumer chief marketing officer at Microsoft, speaks at a company briefing in Redmond, Wash., on May 20, 2024. Microsoft unveiled a new category of PC that features generative artificial intelligence tools built into Windows, the company's world-leading operating system.
Micr... |
Microsoft | https://www.cnbc.com/2025/10/01/microsoft-price-hike-xbox-game-pass-ultimate.html?&qsearchterm=Microsoft | Microsoft hikes price of top-tier Xbox Game Pass Ultimate by $10 | 2025-10-01T00:00:00 | Microsoft is raising the Xbox Game Pass Ultimate subscription price by 50% to $29.99 per month, effective immediately, the company announced Wednesday.
The $10 spike comes with a slew of changes to all its Game Pass plans, though its Essential and Premium plans will remain the same price at $9.99 and $14.99, respectiv... |
Microsoft | https://www.cnbc.com/video/2025/10/01/microsoft-ceo-satya-nadella-relinquishes-some-duties.html?&qsearchterm=Microsoft | Microsoft CEO Satya Nadella relinquishes some duties | 2025-10-01T00:00:00 | Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email |
Microsoft | https://www.cnbc.com/2025/09/26/trump-calls-for-the-firing-of-lisa-monaco-microsoft-president-of-global-affairs.html?&qsearchterm=Microsoft | Trump calls for the firing of Lisa Monaco, Microsoft president of global affairs | 2025-09-26T00:00:00 | U.S. Deputy Attorney General Lisa O. Monaco speaks as Attorney General Merrick Garland looks on after announcing an antitrust lawsuit against Live Nation Entertainment during a press conference at the Department of Justice in Washington, U.S., May 23, 2024.
President Donald Trump on Friday demanded that Microsoft fire... |
Microsoft | https://www.cnbc.com/2025/09/26/top-pick-microsoft-has-room-to-run-as-ai-efforts-gain-traction-morgan-stanley-says.html?&qsearchterm=Microsoft | Top pick Microsoft has room to run as AI efforts gain traction, Morgan Stanley says | 2025-09-26T00:00:00 | Microsoft's efforts to meet the demands of the AI boom may be slow-going, but the technology company is still slated to notch impressive growth from its ties to the industry, as well as from several of its enterprise solutions, according to Morgan Stanley. The investment firm, which has an overweight rating on shares, ... |
Microsoft | https://www.cnbc.com/2025/09/25/microsoft-cuts-cloud-services-to-israeli-military-after-investigation.html?&qsearchterm=Microsoft | Microsoft cuts off cloud services to Israeli military unit after report of storing Palestinians' phone calls | 2025-09-25T00:00:00 | Microsoft President Brad Smith, left, speaks at a press conference on future visions for the development and application of artificial intelligence in education in North Rhine-Westphalia at the Representation of the State of North Rhine-Westphalia in Berlin on June 4, 2025. To his right is Hendrik Wüst (CDU), Minister ... |
Microsoft | https://www.cnbc.com/2025/09/26/home-depot-and-microsoft-are-named-top-picks-at-street-firms-heres-why-.html?&qsearchterm=Microsoft | Home Depot and Microsoft are named top picks at Street firms — here's why | 2025-09-26T00:00:00 | Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher on Friday, but the S & P 500 is still on pace for a weekly decline. There was some brief volatility in the early m... |
Amazon | https://www.cnbc.com/2025/10/01/amazon-grocery-under-5-dollars.html?&qsearchterm=Amazon | Amazon launches 'price-conscious' grocery brand with most products under $5 | 2025-10-01T00:00:00 | "During a time when consumers are particularly price-conscious, Amazon Grocery delivers more than 1,000 quality grocery items across all categories that don't compromise on quality or taste – from fresh food items to crave-worthy snacks and pantry essentials – all at low, competitive prices that help customers stretch ... |
Amazon | https://www.cnbc.com/2025/09/30/amazon-devices-alexa-echo-kindle.html?&qsearchterm=Amazon | It's Amazon's turn to show off new devices: All eyes on Alexa+, Echo and Kindle | 2025-09-30T00:00:00 | An Amazon device is displayed at an Amazon Devices launch event in New York City on Feb. 26, 2025.
Amazon is hosting a launch event on Tuesday where it's expected to unveil significant updates to its devices lineup.
The event is slated to kick off at 10 a.m. ET and will feature announcements from Panos Panay, who ove... |
Amazon | https://www.cnbc.com/2025/09/30/ring-founder-ai-amazon-doorbell-police.html?&qsearchterm=Amazon | Ring founder 'backs the blue,' says AI is helping Amazon-owned doorbell unit fight crime | 2025-09-30T00:00:00 | In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT
Jamie Siminoff, founder of Ring, speaks during an Amazon product event in the Manhattan borough of New York City on Sept. 30, 2025. Charly Triballeau | AFP | Getty Images
In 2023, Jamie Siminoff called up Amazon 's former devices boss, Dave Limp, to... |
Amazon | https://www.cnbc.com/select/bilt-rent-day-october-2025/?&qsearchterm=Amazon | Bilt Rent Day October 2025: redemption bonus at Amazon, free fitness classes, neighborhood events and more | 2025-09-29T20:06:26 | Check out details for Bilt's October Rent Day offers and how you can take advantage of all the perks.
Just like in every month, Bilt Mastercard ® holders can earn double points on all non-rent spending with their card on the first day of the month. Bilt is also offering several neighborhood events and benefits in vari... |
Amazon | https://www.cnbc.com/2025/09/29/hertz-amazon-auto-dealers.html?&qsearchterm=Amazon | Why the Hertz-Amazon deal poses threats to auto dealers | 2025-09-29T00:00:00 | The recently announced partnership between Hertz and Amazon Autos will make it easier for rental car companies to offload their own cars directly to consumers, but it could cut into a historical source of profit for car dealerships, auto industry analysts said.
The announcement that the car rental company would be tea... |
Amazon | https://www.cnbc.com/video/2025/09/29/heres-how-the-amazon-hertz-deal-could-threaten-dealers.html?&qsearchterm=Amazon | Here's how the Amazon-Hertz deal could threaten dealers | 2025-09-29T00:00:00 | Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email
Here's how the Amazon-Hertz deal could threaten dealers
Hertz's partnership with Amazon is another step in the e-commerce giant’s march into auto sales. Hertz wants to sell cars directly to consumers. But the... |
Broadcom | https://www.cnbc.com/2025/09/29/broadcom-nvidia-among-the-stocks-showing-notable-insider-sales.html?&qsearchterm=Broadcom | Broadcom, Nvidia among the stocks showing notable insider sales | 2025-09-29T00:00:00 | Several technology giants have seen insider sales over the past week as the tech-heavy NASDAQ Composite continues to hover within striking distance of its record high. Insiders at companies including Broadcom , Nvidia and Strategy offloaded millions of dollars worth of shares this month, according to a raft of disclosu... |
Broadcom | https://www.cnbc.com/2025/09/15/broadcom-will-outperform-thanks-to-dominance-in-the-specialized-chip-market-macquarie-says.html?&qsearchterm=Broadcom | Broadcom will outperform due to its dominance in the specialized chip market, Macquarie says | 2025-09-15T00:00:00 | Macquarie sees a long runway of solid growth ahead for Broadcom . The bank initiated the semiconductor manufacturer at an outperform rating. Analyst Arthur Lai also implemented a 12-month price target of $420 per share, which signals 17% upside from Friday's close. Broadcom has soared 55% this year. While the stock tra... |
Broadcom | https://www.cnbc.com/video/2025/09/25/broadcom-alphabet-are-long-term-ai-winners-says-nuveens-saira-malik.html?&qsearchterm=Broadcom | Broadcom, Alphabet are long-term AI winners, says Nuveen's Saira Malik | 2025-09-25T00:00:00 | In this video
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Broadcom, Alphabet are long-term AI winners, says Nuveen's Saira Malik
CNBC’s “Closing Bell Overtime” team discusses the artificial intelligence trade and whether the AI trade is unwinding with... |
Broadcom | https://www.cnbc.com/2025/09/10/broadcom-is-a-big-oracle-derivative-play-as-investors-get-keen-on-next-phase-of-ai.html?&qsearchterm=Broadcom | Broadcom is a big Oracle derivative play as investors get keen on next phase of AI | 2025-09-10T00:00:00 | Oracle 's staggering forecast has reignited enthusiasm for artificial intelligence, particularly for one specialized chipmaker. The knockout revenue forecast made it clear that demand for AI workloads is set to continue, reassuring investors about long-term returns beyond the resource-intensive "training" phase of AI m... |
Broadcom | https://www.cnbc.com/2025/09/05/broadcom-avgo-stock-openai-earnings.html?&qsearchterm=Broadcom | Broadcom stock jumps 9% on new $10 billion customer that analysts say is OpenAI | 2025-09-05T00:00:00 | Analysts at Mizuho, Cantor Fitzgerald and KeyBanc all said they think AI startup OpenAI is the customer. The Financial Times reported on Thursday, citing people familiar with the partnership, that the two companies co-designed a chip that will hit the market next year.
"One of these prospects released production order... |
Broadcom | https://www.cnbc.com/2025/09/08/nvidia-vs-broadcom-the-debate-is-back-on-but-it-often-misses-the-mark.html?&qsearchterm=Broadcom | Nvidia vs. Broadcom: The debate is back on, but it often misses the mark | 2025-09-08T00:00:00 | Broadcom's blockbuster earnings report has rekindled a long-running debate among investors: Just how firm is Nvidia's grasp on the AI chip market? The problem, though, is that might not be the best question for investors to ask. Instead, investors are better served asking just how large the AI computing market itself c... |
Broadcom | https://www.cnbc.com/2025/09/12/why-were-looking-to-trim-broadcom-plus-key-investor-events-on-tap.html?&qsearchterm=Broadcom | Why we want to trim our Broadcom position, plus key investor events to monitor | 2025-09-12T00:00:00 | Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The S & P 500 and the tech-heavy Nasdaq are little changed on Friday as investors await the Federal Reserve's meeting next week. The market hit fresh highs Thursday af... |
Broadcom | https://www.cnbc.com/2025/09/05/broadcoms-soaring-stock-is-getting-cheaper-heres-the-math-on-how-thats-possible.html?&qsearchterm=Broadcom | Broadcom's soaring stock is getting cheaper. Here's the math on how that's possible | 2025-09-05T00:00:00 | Another Broadcom earnings report, another breathtaking stock reaction in response. Shares of the AI chipmaker are soaring almost 11% Friday, sending the stock to a fresh all-time high and putting its market capitalization north of $1.5 trillion. The monster move evokes what we saw from Broadcom back in December, when s... |
Broadcom | https://www.cnbc.com/2025/09/05/what-wall-street-is-saying-about-broadcom-fiscal-third-quarter-results.html?&qsearchterm=Broadcom | Broadcom is soaring after an earnings beat. What Wall Street analysts are saying | 2025-09-05T00:00:00 | Broadcom's fiscal third-quarter report is being well received by Wall Street analysts, several of whom lifted their price targets on the chipmaker. The chipmaker on Thursday posted better-than-expected quarterly earnings and revenue along with robust guidance for the current quarter. The company, which develops chips f... |
Broadcom | https://www.cnbc.com/2025/09/04/broadcom-avgo-q3-2025-earnings-report.html?&qsearchterm=Broadcom | Broadcom’s stock pops on mystery $10 billion AI customer | 2025-09-04T00:00:00 | Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips.
Here's how the chipmaker did versus LSEG consensus estimates:
... |
Walmart | https://www.cnbc.com/2025/10/01/walmart-to-remove-synthetic-dyes-across-all-private-label-food-brands.html?&qsearchterm=Walmart | Walmart to remove synthetic dyes across all private-label food brands | 2025-10-01T00:00:00 | A Walmart store is shown in Oceanside, California, on May 15, 2025.
Walmart said on Wednesday it would remove synthetic dyes from its U.S. store-brand food products, including Great Value and Bettergoods, by January 2027.
With this, the world's largest retailer joins several other packaged food makers, including Camp... |
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