Results for "AI chip stocks"
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31 results
Episodes
Intelligent Report9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26
Squawk on the Street· Sep 14, 2026
AI lab CEOs call for frontier model pacing, Sam Altman rules out an OpenAI IPO, Fed rate hike expected, oil surges past $109/barrel after Houthi pipeline attack, and markets rotate away from AI hardware stocks.
openaianthropicinvesting
StandardSummaries onlyDell Surge Lifts AI & Chip Stocks 5/29/26
TechCheck· May 29, 2026
CNBC’s Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of…
aiinvestingmanagement- StandardSummaries only
10AM Hour: U.S. Energy Secretary Chris Wright, Apple Raises Prices Due to Memory Crunch, Micron Soars 6/25/26
Squawk on the Street· Jun 25, 2026
Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s …
aiinvesting 
StandardSummaries onlyChip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In with Chamath, Jason, Sacks & Friedberg· Jul 31, 2026
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are…
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11AM Hour: Chip Stocks Bounce Back, The Two Sides of PepsiCo Earnings & The Top State for AI 7/9/26
Squawk on the Street· Jul 9, 2026
Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stor…
aiinvesting - Intelligent Report
10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26
Squawk on the Street· Jun 23, 2026
Tech stocks tumble as chip and AI names sell off; analysts debate whether the AI trade is overextended, enterprise adoption lags spending, and Campbell Brown warns AI accuracy needs independent oversight.
artificial-intelligenceinvesting - Intelligent Report
10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Squawk on the Street· Jul 2, 2026
Squawk on the Street breaks down a soft June jobs report, Goldman's macro outlook, a bearish take on OpenAI and Anthropic's finances, record beef prices ahead of July 4th, and SpaceX joining the Nasdaq 100.
openaianthropicinvesting - Intelligent Report
10AM Hour: BNY CEO on Trump Accounts, Chip Stocks Rebound, Trump calls FIFA President Over Red Card 7/6/26
Squawk on the Street· Jul 6, 2026
Tech rebounds Monday as chip stocks surge on SK Hynix, Nvidia, and Broadcom news; BNY Mellon's CEO joins from the White House on Trump Accounts launch; FIFA red card reversal shakes betting markets ahead of USA vs. Belgi…
artificial-intelligenceinvesting - Intelligent Report
11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26
Squawk on the Street· Sep 14, 2026
Anthropic CEO's AI slowdown essay shocks markets, rattles chip stocks, and sparks debate over whether it's genuine safety concern or IPO strategy—as oil spikes, the 10-year hits 5%, and Apple faces OpenAI in court.
openaianthropicinvesting 
StandardSummaries onlyCisco, AI Stocks Surge; Markets Hit New Highs
Global News Today | 2 Min News | The Daily News Now!· May 14, 2026
U.S. stocks hit new highs Thursday, driven by Cisco Systems robust earnings and AI-driven growth. The S&P 500, Dow, and Nasdaq all surged, with Ciscos stock soaring 13.4% on strong demand for its products and an optimist…
aidaily- StandardSummaries only
9am Hour: Global Chip Sell-Off, Netflix Tumbles, Apple Reclaims the Market Cap Crown 7/17/26
Squawk on the Street· Jul 17, 2026
Wrapping up a volatile week for stocks, Carl Quintanilla, Sara Eisen and Michael Santoli delved into the chip sector extending its global sell-off on AI jitters. The anchors reacted to Netflix shares tumbling on current …
ai-regulationinvesting - StandardSummaries only
9am Hour: Intel's Beat and the AI Boom, Oil Aims for a 3-Week Win Streak, Trump's New Tariffs 7/24/26
Squawk on the Street· Jul 24, 2026
Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The…
aiinvesting - StandardSummaries only
AI Surge Powers Markets Amid Geopolitical Tension
Global News Today | 2 Min News | The Daily News Now!· Jun 1, 2026
AI is driving global markets higher as Japan and South Korea hit record highs, fueled by booming chip exports and tech stocks like SoftBank and Samsung soaring. Meanwhile, Middle East tensions linger, pushing oil prices …
aidaily - Intelligent Report
11AM Hour: President Trump Meets with the President of Lebanon, Novartis CEO on Earnings & Alphabet's AI Lineup 7/21/26
Squawk on the Street· Jul 21, 2026
Markets shrug off rising oil as chip stocks rebound, Trump hits Canada with 50% tariffs, Novartis returns to growth, and Citi's strategist declares the Mag 7 era officially over.
google-aiinvesting - Intelligent Report
11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Squawk on the Street· Jun 23, 2026
Tech sell-off hits chip and memory stocks as Goldman's Lindsey Rosner calls Fed regime change real, Sandbox AQ breaks Nvidia drug discovery news, and Meta debuts cheaper smart glasses starting at $299.
openaiinvesting - Intelligent Report
10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26
Squawk on the Street· Sep 14, 2026
AI safety fears rattle markets as Anthropic's Dario Amodei calls for pacing frontier models, the 10-year yield hits 5%, oil surges, and chip stocks slide—while investors debate regulation, China, and IPO timelines.
anthropicagentsinvesting - Intelligent Report
10AM Hour: Exclusive with Palantir CEO Alex Karp, Chip Stocks Under Pressure 6/10/26
Squawk on the Street· Jun 10, 2026
Palantir CEO Alex Karp defends his company against AI rivals, markets navigate tech volatility and US-Iran military escalation, plus Oracle earnings anticipation and Supermicro's $7B financing plan.
investing 
StandardSummaries onlyThe AI Essays Are Moving Markets
Tech Brew Ride Home· Feb 24, 2026
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-f…
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Trump Iran Deadline Watch, Anthropic/Broadcom/Google Deals, Health Insurers Rally 4/7/26
Squawk on the Street· Apr 7, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI fr…
anthropicinvesting - Intelligent Report
10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26
Squawk on the Street· Jul 16, 2026
Chip stocks swing wildly post-Taiwan Semi earnings, OpenAI chair Brett Taylor demos Sierra's new enterprise AI agents, Netflix braces for results, and consumer spending holds up despite macro headwinds.
openaiinvesting 
StandardSummaries onlyMarket Close: Stocks Plunge, Chip Shares Sell Off, Nasdaq Worst Day Since April 2025, Reports Say Meta May Be Looking To Raise More AI Capital 6/5/26
CNBC Business News Update· Market Close· Jun 5, 2026
CNBC Business News Update with Jessica Ettinger - market numbers and news featuring CNBC expert analysis and sound from top business names. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. …
ai- Intelligent Report
9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Squawk on the Street· Aug 17, 2026
Cramer and Quintanilla tackle rising yields, Iran tensions, AI memory stocks, retail earnings previews, and why buying stocks up 500% might not be crazy this time.
anthropicinvesting - Intelligent Report
What If GPT-5.5 Is Actually Way Ahead?
Tech Brew Ride Home· May 27, 2026
Robinhood lets AI agents trade stocks autonomously, Micron hits $1 trillion fastest ever, YouTube auto-labels AI content, GPT-5.5 dominates new coding benchmark, and Roku redesigns its home screen.
anthropicagents - StandardSummaries only
SOTS 2nd Hour: The Great Rates Debate, NextEra-Dominion Deal Details, & A Read From The Ground On AI 5/18/26
Squawk on the Street· May 18, 2026
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at the growing debate over rising stocks AND rising bonds - before getting to the latest out of Washington when it comes to fading hopes aroun…
aiinvesting - StandardSummaries only
10AM Hour: What’s Behind the Chip Rebound, SpaceX’s Gravitational Market Pull 6/8/26
Squawk on the Street· Jun 8, 2026
Stocks bounce back, but is the market getting ahead of itself? The Squawk on the Street team breaks down the forces driving the latest rally, what investors are watching from Apple’s WWDC, and whether the AI trade still …
aiinvesting - StandardSummaries only
10AM Hour - Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26
Squawk on the Street· May 27, 2026
Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scal…
aiinvesting - Intelligent Report
9AM Hour - Markets Extend Record Run, Micron Scores an AI Trade Triple, SpaceX IPO Watch: Stocks in Rocket Mode 5/26/26
Squawk on the Street· May 26, 2026
Cramer and Faber debate AI's unstoppable momentum, Micron's surging price targets, SpaceX's historic IPO, and whether tech giants like Microsoft are becoming irrelevant as Anthropic's growth shows signs of slowing.
anthropicai-regulationinvesting - StandardSummaries only
Stocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Squawk on the Street· May 7, 2026
S&P targets 7,400 amid Iran deal hopes; ARM CEO on trillion-dollar potential; consumer weakness hits McDonald's, Whirlpool; Anthropic's 80x growth stuns; SpaceX compute deal raises eyebrows.
anthropicinvesting 
StandardSummaries only20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 16, 2026
Understanding the strategic moves of major AI players like Anthropic, OpenAI, and Meta provides insights into the evolving landscape of AI technology and its implications for cybersecurity, enterprise solutions, and comp…
openaianthropicinvesting