CNBC's "Squawk on the Street" team discusses semiconductors, the Magnificent 7 companies, the AI trade and more with Stacy Rasgon of Bernstein Research.
The Artificial Intelligence arms race is going to enter a decisive phase after years of heavy investment in chips, data centers and foundational models. The focus is now shifting toward scale, monetiz
Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 2.71% over the past five trading sessions after gaining 4.35% the five prior.
Live Updates Get Salt for Christmas 1 hour ago Live Gold, silver, copper - what other commodities might profit investors in 2026? Well, have you considered... salt? Freedom Capital Markets analyst Dav

Is Nvidia stock still a millionaire maker?

08:50am, Tuesday, 30'th Dec 2025
Considering it's up nearly 23,000% over the past ten years, Nvidia (NASDAQ: NVDA) has undoubtedly changed the lives of many investors. But is Nvidia stock still a millionaire maker?
NVIDIA, Sandisk and Ciena are positioned to ride year-end momentum, tapping AI, storage and networking trends ahead of 2026.
Nvidia's GPUs are the gold standard for training and running AI programs. The company says it has $500 billion in orders through the end of 2026.

The Lazy Way to Play NVIDIA's $20B Groq Deal

08:24am, Tuesday, 30'th Dec 2025
The financial world shook in late December 2025 when NVIDIA NASDAQ: NVDA announced a strategic move to lock down Groq's assets and leadership in a deal valued at approximately $20 billion. For Wall St
Stock futures were little changed Tuesday after major equities indexes pulled back for a second consecutive session. Meanwhile, gold and silver prices rebounded after a one-day selloff.
Stock News Asia stocks soften as SoftBank moves on data centers: SoftBank Group (TYO:9984) shares slipped after announcing a $4B deal to acquire DigitalBridge (
Micron (MU) stock climbed more than 3% on Monday, hitting a new all-time intraday high of $294.3, fueled by surging demand for memory used in artificial intelli

What To Expect From Nvidia In 2026

06:15am, Tuesday, 30'th Dec 2025
Nvidia (NASDAQ:NVDA) experienced an impressive year in 2025, with the stock increasing by more than 35% due to the skyrocketing demand for its leading GPUs. Revenues are anticipated to grow over 63% f
Shares of Nvidia (NVDA) slipped on Monday after reports said multiple semiconductor companies plan GPU price increases in early 2026.Multiple outlets reported A
The proliferation of the internet in the mid-1990s gave rise to the retail investor revolution. Everyday investors have gravitated to Robinhood's trading platform, which offers commission-free trades
Physical AI is the next multi-trillion dollar wave. Discover why the widening chip market means both Nvidia and Broadcom are set to win big.
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