Hugging Face CEO Clément Delangue on CNBC: Nvidia Had Same Mission as Our Company
Hugging Face CEO Clément Delangue on CNBC: Nvidia Had Same Mission as Our Company
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NVDA Ceo on Cnbc
NVDA Ceo on Cnbc
Marvell slides nearly 8% after earnings despite guidance raise
Marvell Technology fell nearly 8% premarket after its Q2 results and raised outlook, as investors focused on valuation concerns. The company posted revenue of $2.74 billion and adjusted EPS of 94 cents, and lifted next-quarter guidance.
Dan Ives says Nvidia earnings and guidance look world-class
Dan Ives said Nvidia’s second-quarter results and guidance showed strong demand, citing the company’s 2028 growth outlook and saying the print put concerns about circular financing and guidance to rest.
NVIDIA rises in premarket after quarterly results
NVIDIA shares rose 7.41% to $225.19 in premarket trading after the company reported second-quarter revenue of $96.22 billion and adjusted EPS of $2.22, both above estimates, and issued third-quarter revenue guidance of $105.84 billion to $110.16 billion.
Salesforce Q2 revenue $11.35B amid bearish options bias
Salesforce reported Q2 revenue of $11.35B. TradingView notes options positioning with a bearish bias.
Delta Air posts better-than-expected Q2 results ahead of trading
Delta Air Lines reported Q2 earnings of $1.56 per share and sales of $19.757 billion, both above analyst consensus, per CNBC’s final trades segment.
NVIDIA launches open-source Nemotron model, ties free AI to chips
NVIDIA releases Nemotron 3.5 Lightning, a lightweight open-source model that runs on a single GPU, alongside NeMo Switchyard and new AI safety partnerships.
SK Hynix chairman backs Nvidia dependence, demand outlook
SK Group Chairman Chey Tae-won said SK Hynix is not overly dependent on one customer and called Nvidia its most important customer while describing demand for memory as explosive.
CoreWeave, Cisco Earnings Watched
CoreWeave beats estimates with 112.5% revenue growth year-over-year
Nvidia Bears Questioned
Jim Cramer questions bearish sentiment toward Nvidia as CoreWeave's strength lifts neocloud group
US-China AI War: Inside the Battle for Global Tech Dominance
The world’s two largest economies are locked in a fierce competition to win the global AI race. It’s a competition for military dominance, global power and who ultimately will shape the most “consequential technology” of the 21st century, spanning the full tech stack, cybersecurity, semiconductor leadership and data ce
How Intel's Earnings Turned AMD's Beat Into A Sell-Off
Advanced Micro Devices Inc. (NASDAQ: AMD ) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate o
NVIDIA CEO's AI Expansion Play Wins Fans—But Financing Risks Raise Eyebrows
NVIDIA Corp. (NASDAQ: NVDA ) stock rose more than 1% in premarket trading Thursday as investor appetite for large-cap technology and semiconductor stocks improved. Nasdaq futures gained 1.05%, while S&P 500 futures advanced 0.52%. NVIDIA appeared to benefit from a broader risk-on move across growth stocks rather than a
Corning’s 15% Crash Hits a Lesser-Known AI Trade: These ETFs Are Under Pressure
The AI infrastructure trade faced a sharp reality check Tuesday as a selloff in optical component stocks spread to ETFs targeting a key but less-discussed part of the artificial intelligence boom: fiber optics and photonics. Shares of glass and fiber optics giant Corning Inc (NYSE: GLW ) plunged 15% after the company r
Jensen Huang Backs 'Excellent' Chinese AI Models, Tells Washington to Ditch 'Science Fiction' Fears: 'Misunderstood The Impact of Kimi'
Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang said the U.S. should embrace, not ban, China’s AI models, arguing that high-quality open-source technology should be used rather than feared. In an interview with Axios on Tuesday, Huang called the Chinese models “excellent” and dismissed concerns that OpenAI and Anthropic
Nvidia, Goldman Sachs, UnitedHealth and an Energy Stock on CNBC’s ‘Final Trades’
On CNBC’s “ Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named NVIDIA Corporation (NASDAQ: NVDA ), which traded higher on Tuesday. According to recent news, NVIDIA expanded its NVIDIA Agent Toolkit by adding Omniverse libraries that help AI agents prepare 3D content for
Taiwan Semiconductor’s AI Boom Rolls On: June Revenue Jumps 68%
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM ) reported a sharp increase in June revenue on Monday, reflecting continued demand for advanced chips used in artificial intelligence applications. Taiwan Semiconductor June Revenue Growth The world’s largest contract chipmaker said June consolidated revenue rose 6
Meta Platforms, SpaceX, Micron Technology and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks in this truncated week (June 29 to July 2) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical news flow. Meta Platforms Inc. (NASDAQ: META ), Palantir Technologies Inc. (NASDAQ: PLTR ), Micron T
Palantir Thinks AI's Competitive Moat Is Moving Beyond OpenAI and Anthropic
For the past two years, the AI race has largely been framed as a battle between foundation model makers like OpenAI and Anthropic. But an interview published Thursday suggests Palantir Technologies Inc. (NASDAQ: PLTR ) CEO Alex Karp believes the industry’s next competitive moat may lie somewhere else entirely. Karp isn
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
In a move to support artificial intelligence (AI) startups, Nvidia Corp. (NASDAQ: NVDA ) has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model. The Jensen Huang -led company announced on Wednesday that the AI cloud providers
Why Is Palantir Technologies Stock Surging Thursday?
Palantir Technologies Inc. (NASDAQ: PLTR ) stock climbed in Thursday’s premarket session after DA Davidson upgraded the software company to Buy and raised its price forecast to $175. The upgrade follows a series of operational updates and public commentary from company leadership regarding the enterprise artificial int
Alex Karp Bashes OpenAI, Anthropic Token Model — 'Something Has Gone Completely Wrong'
Palantir (NYSE: PLTR ) CEO Alex Karp on Wednesday slammed the token-based pricing model used by OpenAI and Anthropic, as rising costs push enterprises toward lower-cost, open-weight models. “Something has gone completely wrong,” Karp told CNBC’s “Squawk Box,” adding, “I’m not throwing shade at them.” After the anchor s
Dan Ives Leaves Wedbush After 8 Years, Teases New Investment Banking Venture
Technology analyst Dan Ives is leaving Wedbush after eight years to launch a new investment banking venture, with the longtime Wall Street bull saying he will share more details on his next chapter soon. Moving On From Wedbush “After 8 years at Wedbush, I am leaving the firm this week,” Ives said in a post on X. He add
What's Going on With Marvell Technology Stock Wednesday?
Marvell Technology Inc. (NASDAQ: MRVL ) stock fell about 2% in Wednesday premarket trading as investors took profits in high-growth semiconductor stocks amid a weaker broader market. Nasdaq futures were down 0.44%, while S&P 500 futures slipped 0.19%. The move appeared to reflect broader risk-off sentiment as traders l
What's Going on With Intel Stock Wednesday?
Intel Corp. (NASDAQ: INTC ) stock fell nearly 2% in Wednesday’s premarket session as investors turned cautious following a weaker overnight market backdrop. Nasdaq futures were down 0.54%, while S&P 500 futures slipped 0.31%, weighing on technology stocks ahead of the opening bell. Intel appeared to be facing profit-ta
Micron Beats Estimates
Micron reports $41.46B quarterly revenue, beating estimates, and expects tight supply to persist beyond 2027 due to AI demand
Apple Raises Prices
Apple CEO Tim Cook told the Wall Street Journal this week that the iPhone maker plans price increases on its products due to the ongoing memory shortage. The disclosure underscores the widespread impact of the memory crisis, as Apple is typically able to exert its market control to manage costs. "Even Apple can't be sa