To join the CNBC Technology Executive Council, go to cnbccouncils.com/tec Bloom Energy has been around for over two decades and was a startup darling funded by ...
The S&P 500's high 27.88x PE ratio is driven by a handful of AI-related tech giants, raising concerns about market concentration and sustainability. AI sector sentiment is waning as recent earnings ...
(CNN) — Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But ...
Since it was unveiled in 2020, Google DeepMind’s game-changing AI tool has helped researchers all over the world to predict the 3D structures of hundreds of millions of proteins. For nearly a decade, ...
For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a ...
61% of revenue came from four major customers Shares rise 5% in extended trading after forecast Data-center segment sales surpass analyst expectations Nov 19 (Reuters) - Nvidia (NVDA.O), opens new tab ...
Memory Explainer: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it's all down to AI Graphics Cards Asus is NOT killing off the RTX 5070 Ti as Asus issues statment ...
Tech stocks have been volatile in recent trading as fears about 'Mag 7' concentration in the S&P 500 and AI valuations have pressured trading. But stocks still remain near all-time highs, and Warren ...
Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...
The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...