US stocks drop as tech stocks like Oracle and Nvidia slide. Rising yields and strong GDP data raise concerns over delayed Fed rate cuts.
The wave of AI data-center announcements in recent months has Barclays analysts feeling more positive about Nvidia and other AI chip names as they see the AI infrastructure market reaching $2 trillion
In a move that stunned investors and redrew competitive lines, Intel Corporation NASDAQ: INTC and NVIDIA Corporation NASDAQ: NVDA announced a deep, multi-generational partnership. The market's reactio
S&P 500 dips as Nvidia and Oracle drag tech stocks lower. Intel surges on Apple buzz.

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08:15am, Thursday, 25'th Sep 2025
Wall Street keeps talking about artificial intelligence (AI)-powered chatbots. They're missing the bigger prize.
America needs a U.S. company producing the most advanced chips to safeguard its economic and national security.
Intel (INTC) reportedly approached Apple (AAPL) for potential investment and closer partnership, though talks are in early stages and may not materialize. Fermi (FRMI), a data center REIT co-founded b
London-based AI data center firm Nscale has secured $1.1 billion in Series B funding led by Norway's Aker, with additional backing from Nvidia, Nokia and Dell. The funding will fuel the expansion of N

The Best Stocks to Invest $10,000 in Now

06:05am, Thursday, 25'th Sep 2025
Although the stock market continues to hit new all-time highs, there are plenty of investment opportunities available. These picks cash in on the massive amount of money being spent on AI infrastructu
Nvidia is set to be the principal beneficiary of more than $2 trillion in announced spending on AI infrastructure, according to Barclays.
The semiconductor industry is the beating heart of the artificial intelligence (AI) revolution. Developing AI models wouldn't be possible without powerful chips and advanced networking equipment, and
Grand View Research expects spending across artificial intelligence (AI) infrastructure, software, and services to increase 550% between 2024 and 2030, creating an enormous opportunity for investors.
With Nvidia's massive planned investment in OpenAI, the chipmaker will get equity in the AI startup and will earn revenue at the same time. OpenAI is leasing Nvidia's graphics processing units, allowi

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06:32pm, Wednesday, 24'th Sep 2025
CNBC's "Fast Money" traders list their final trades of the day.
Nvidia's and OpenAI's "monumental" data center plan has an equally massive problem. The chipmaker and the AI lab are aiming to build at least 10 gigawatts of data centers.
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