Elon Musk's artificial intelligence company, xAI, has raised $20 billion in its latest funding round, surpassing its initial $15 billion target and marking one of the largest private AI infrastructure
Nvidia Chief Executive Jensen Huang said his firm will need to sell more advanced AI chips to China to stay competitive.
Ben Reitzes, head of technology research at Melius Research, joins CNBC's ‘Squawk on the Street' to discuss his thesis for chip stocks in 2026, his outlook for Intel, and more.

Can Nvidia Stock Really Gain 89% in 2026?

10:59am, Wednesday, 07'th Jan 2026
Nvidia (NASDAQ:NVDA) has been really making headlines in recent weeks.
The consensus price target hints at a 36.7% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate r
The S&P 500 index is trading at the second-most expensive valuation in its history right now. Investors should never try to time the market, because this often results in missed gains.
Beijing has asked some Chinese tech companies to halt orders for Nvidia's H200 chips this week, and it may mandate domestic AI chip purchases, the Information reported on Wednesday, citing people fami
Nvidia stock (NASDAQ: NVDA) jumped nearly 2% on Wednesday, following reports that Chinese tech companies have placed orders for more than 2 million of its H200 chips. NDVA extended gains as traders re
Elon Musk said that it would take several years before Nvidia can compete with Tesla's FSD technology. Nvidia announced Alpamayo, a family of open AI models for AV development, during the CES conferen
Analog Devices surged by 5.6% in the last day. You might feel inclined to acquire more or reduce your exposure.
Dow hits record highs as AI powers the rally, putting AMZN, NVDA and MSFT among the key blue-chip stocks positioned to benefit from renewed risk appetite.
Live Updates Huang's Nod to Musk 41 minutes ago Live Nvidia CEO Jensen Huang has given a nod to Elon Musk, reportedly calling Tesla's (Nasdaq: TSLA) autonomous vehicle stack is the "most advanced" on
Investors are feeling less hot about the makers of cooling systems for data centers after the CEO of Nvidia Corp. stoked concerns that demand for their products could dry up.
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Live Updates Micron Could Test $400 a Share 1 hour ago Live Over the last few days, shares of Micron (NASDAQ: MU) raced about $43 higher. Yesterday alone, MU was up $31.28 a share, or 10%. Now, analys
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