Quantum computing surges in 2026 with IonQ, IBM and NVIDIA set to ride revenue growth, technical progress and rising enterprise demand.
CNBC's Eamon Javers joins 'The Exchange' with an update to a government investigation into an alleged Nvidia chip smuggling network.
Surging demand for Nvidia's H200 AI chips from China highlights fresh risks for semiconductor ETFs tied to China policy and supply chains.

Will Nvidia Stock Boom in 2026?

12:15pm, Wednesday, 31'st Dec 2025
Despite phenomenal growth in 2025, Nvidia's stock is still relatively affordable compared to its growth and earnings. Investors should watch the spiraling cash burn situation with some of its major da
Blowout artificial-intelligence spending fills chip maker's coffers, but the Groq deal shows that the company needs to think creatively.
AI-driven chip demand powered a strong 2025 and sets up more growth in 2026, making ADI, MTSI, SLAB and NVDA compelling buys.
Taiwan Semiconductor Manufacturing (TSMC) shares rose about 2% on Wednesday morning after the company began mass production of its 2-nanometre (N2) chips.TSMC s
Taiwan Semiconductor Manufacturing (TSMC) shares rose about 2% on Wednesday morning after the company began mass production of its 2-nanometre (N2) chips.TSMC s

Nvidia Seeks to Ramp H200 Supply

11:07am, Wednesday, 31'st Dec 2025
Nvidia (NVDA) is running into a good problem to have: demand from China for its H200 AI chips is way ahead of what it can supply.According to Reuters, Chinese t
Nvidia (NVDA) has held discussions with Taiwan Semiconductor (TSM) about potentially increasing production of its H200 GPUs as demand from China accelerates, ac
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Nvidia stock (NASDAQ: NVDA) climbed on Wednesday after Reuters reported that the semiconductor giant has asked Taiwan Semiconductor Manufacturing to ramp up production of its H200 artificial intellige
Live Updates Dan Ives' 2026 AI Picks 23 minutes ago Live Popular Wedbush analyst Dan Ives has revealed his top AI stock picks for 2026. These include: Microsoft (Nasdaq: MSFT) Palantir Technologies (N
The S&P 500 Index and its ETFs, like SPY, VOO, and the IVV had a strong performance in 2025 as the technology boom accelerated. It soared by 20% this year, and Wall Street analysts believe that the tr
Quality typically doesn't come cheap, especially after the market's strong run in tech stocks. These five companies dominate their industries and have long runways for future growth.
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