The AI-quantum convergence trend is gaining significant traction, backed by a series of tangible technological progress. Recent developments from NVIDIA NVDA and Cisco Systems CSCO highlight how this ...

GE Vernova recently raised its 2026 outlook amid surging demand.

TSMC now expects stronger sales growth in 2026, which isn't surprising given the solid demand for AI chips that its customers ...

Quick Read Amphenol (APH) trades at 34x forward earnings with expected 32% EPS growth and 36% sales growth to $32B, offering ...

AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather ...

The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology “pick-and-shovel” stocks as massive cloud service providers pour billions ...

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson. Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, ...

Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best AI Pick-and-Shovel Stocks to Buy. On April 8, 2026, Cantor Fitzgerald initiated coverage of Equinix, Inc. (NASDAQ:EQIX) with an Overweight rating and ...

In the artificial intelligence (AI) era, the companies striking gold are building and training AI models, integrating AI capabilities to enhance existing software (like Meta Platforms), and creating ...

Although ChatGPT creator OpenAI may capture a lot of headlines, especially amid speculation that it's preparing to go public, the company continues to bleed money. Some estimates suggest it will need ...

(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Traders looked at signs of the ...