Micron stock climbs as CEO highlights AI demand for memory
“We need more and more memory to address that demand,” Micron CEO Sanjay Mehrotra told CNBC’s Jim Cramer.
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ASML hits record high on AI boost — and analysts see plenty of room to run
Dutch semiconductor equipment maker ASML became just the third European company to his a valuation of over $500 billion on Thursday.
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AI chip trade, Saks’ bankruptcy woes, Trump’s health-care plan and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CEOs, security executives are divided on cyber risks of AI, survey finds
A survey released Friday by Axis Capital shows there’s a growing divide across how c-suite executives view the risks, rewards and impact of AI.
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CNBC Daily Open: AI trade reignited by TSMC earnings blowout
Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics.
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DeepMind CEO is talking to Google CEO ‘every day’ as lab ramps up competition with OpenAI
Demis Hassabis, CEO of DeepMind, told CNBC how the company has driven Google’s AI innovation and increased the speed of new releases across products.
TSMC is set to expand its $165 billion U.S. investment — here’s what we know
TSMC is set to accelerate its multibillion-dollar expansion in Arizona, coming off the back of a U.S.-Taiwan trade agreement and strong earnings.
TSMC is set to expand its $165 billion U.S. investment — here’s what we know Read More »
CNBC Daily Open: TSMC earnings draw investors’ eyes back to AI
Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week’s headlines still reflected larger global dynamics.
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OpenAI tells investors to brace for ‘deliberately outlandish’ claims from Musk ahead of trial
OpenAI on Thursday told its investors and banking partners that it expects Elon Musk to make “deliberately outlandish” claims ahead of an April trial.
China just ‘months’ behind U.S. AI models, Google DeepMind CEO says
China’s artificial intelligence models may be just “months” behind U.S. and Western capabilities, Demis Hassabis, the CEO of Google DeepMind told CNBC.
China just ‘months’ behind U.S. AI models, Google DeepMind CEO says Read More »