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Why Taiwan became the defining issue in the Trump-Xi talks

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BEIJING — U.S. President Donald Trump has kept up an uneasy silence about Taiwan following his meeting with Chinese leader Xi Jinping this week,...
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What you need to know about Nvidia competitor Cerebras after wild IPO

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Cerebras Systems' monster debut on Thursday didn't just place it among tech's biggest-ever IPOs — it was a crystal clear signal of unstoppable demand...
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Jim Cramer says it’s time to trim this volatile AI chipmaker

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Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key...
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An under-the-radar AI stock just delivered the best quarter of the chip sector

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Qnity Electronics delivered "the single best quarter that I have seen from the semiconductors" on Thursday, Jim Cramer said. Given the beats across the...
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Asia’s trillion-dollar titans are powering — and distorting — its fastest growing stock markets

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Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2,...
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Trump puts Taiwan arms sale, Hong Kong jailed activist Lai on agenda ahead of meeting with Xi

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US President Donald Trump speaks during a maternal healthcare event in the Oval Office of the White House in Washington, DC, US, on Monday,...
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It’s not too late to start buying the data center winners. Here’s why

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Late. Late. Late. That's how I felt when I saw the Roundhill Memory ETF — symbol DRAM, of course — take in more than...
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Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking

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Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for the iPhone maker's devices,...
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What an Apple deal to buy Intel chips would mean for the iPhone maker

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Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour...
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Arm CEO looks to set the record straight after the stock’s post-earnings tumble

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Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm...
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Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows

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Elon Musk arrives at the federal courthouse during proceedings in the trial over his lawsuit against OpenAI in Oakland, California, on April 30, 2026....
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Intel soars 14% on report of Apple chip talks, hits new all-time high

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Intel headquarters in Santa Clara, California, on Jan. 22, 2026.Justin Sullivan | Getty ImagesIntel shares climbed 14% Tuesday, hitting a new all-time high as...
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