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Jensen Huang's Air Force One seat is Nvidia's bid to reclaim a $17B China market lost to export controls. Here's what investors should watch.
Nasdaq 100 sinks as April CPI hits 3.8%; Sandisk, Micron and Intel each lose roughly 9% while the 30-year Treasury yield breaches 5%.
Jim Cramer recommended buying Steel Dynamics (STLD) & Bloom Energy (BE). ASML & Amphenol (APH) reported strong earnings. Digi Power X (DGXX) upsized offering.
AI demand surges across chips and cloud as AMD beats estimates, Nvidia expands ecosystem deals, and OpenAI partners scale rapidly across infrastructure and enterprise.
Amid rising AI chip shortages, major tech firms are racing to invest in SK Hynix to secure scarce memory supply.
ASML CEO backs Nvidia's "generation gap" strategy, balancing export limits while preserving a technological edge over China
Jim Cramer breaks down the AI and data center boom, identifying top winners in chips, cloud computing, and power infrastructure. Read more.
Trump says EU is "not complying" with trade deal, announces 25% tariffs on cars and trucks and warns of escalating U.S.-EU trade tensions.