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CNBC
cnbc. com > 05/25/2026 > hedge-mutual-funds-semiconductors-software-goldman-. html

Hedge funds 'doubling down' on AI are fleeing software stocks: Goldman

46+ min ago  (33+ words) Among semiconductor stocks, hedge funds added to Lam Research Corp, Applied Materials Inc, and ASML Holding on net. Mutual funds added to Intel Corp and Si Time Corp. Goldman Sachs has a more favorable. .....

Symbols: btc-usd,nyse:ibm,nasdaq:msft,nasdaq:amzn
CNBC
cnbc. com > video > 05/25/2026 > indian-companies-are-going-all-in-on-tech-but-are-they-future-ready. html

Indian companies are going all-in on tech " but are they future ready?

2+ hour, 18+ min ago  (68+ words) Sandeep Nayak from Bain & Co. discusses why Indian companies are ramping up investments in AI and digital modernization. He also weighs in on whether AI is truly delivering productivity gains - and why strong data foundations remain critical for long-term transformation....

Symbols: infy-in,wipro-in,csa-ff,gen-ai
CNBC
cnbc. com > 05/25/2026 > huawei-chip-logicfolding-semiconductor-nvidia-china. html

Huawei unveils new smartphone chips this fall as rivalry with Nvidia and Apple heats up

3+ hour, 6+ min ago  (495+ words) SHANGHAI " Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U. S. sanctions, as Nvidia struggles to sell its high-end chips in China. Huawei said it developed a new engineering approach called "Logic Folding" to manufacture…...

Symbols: btc-usd
CNBC
cnbc. com > 05/25/2026 > memory-stocks-cyclical-boom-bust-samsung-sk-hynix. html

Beware the boom and bust cycle of memory stocks, investors warn amid AI boom

4+ hour, 4+ min ago  (705+ words) London " Outsized returns for memory-related stocks have helped fuel substantial gains in U. S. and South Korean equity markets in recent years " but market watchers warn investors forget the market's cyclicality at their own risk. The memory industry has been in a…...

Symbols: nasdaq:mu
CNBC
cnbc. com > 05/06/2025 > industrial-name-with-ai-ties-makes-a-key-move-to-boost-its-growing-data-center-business. html

Industrial name with AI ties makes a key move to boost its growing data center business

1+ year, 2+ week ago  (32+ words) Dover, an American industrial company founded more than 70 years ago, is strengthening its foothold in a fast-growing market shaping the future of computing. The news Illinois-based Dover on Monday. .....

Symbols: nasdaq:apld
CNBC
cnbc. com > video > 05/25/2026 > despite-us-ties-south-korea-must-build-its-own-ai-strengths-dpm. html

South Korea must build its own AI strength: South Korea DPM

6+ hour, 33+ min ago  (72+ words) Bae Kyung-Hoon, South Korea's DPM, says AI partnerships with U. S. firms remain critical, with ongoing discussions with Anthropic and Open AI. He says AI data center plans are being reviewed to determine optimal locations, adding that as AI rapidly advances, Korea…...

Symbols: nysearca:ewy,nasdaq:amd
CNBC
cnbc. com > 05/24/2026 > middle-east-war-testing-gulfs-ambitions-to-become-ai-hub. html

The Middle East war is testing the Gulf's ambitions to become an AI hub

23+ hour, 45+ min ago  (1044+ words) The Gulf's ambition to become a global hub for artificial intelligence is being tested, as the potential for a prolonged conflict in the Middle East raises questions over energy security, infrastructure resilience and investor confidence. Before the war began in…...

Symbols: nasdaq:aiio
Google News
cnbc. com > video > 05/23/2026 > how-ai-could-reshape-the-power-structure-of-the-music-industry. html

How AI could reshape the power structure of the music industry

1+ day, 11+ hour ago  (80+ words) Music executives Bernie Cho and Anand Roy say AI is changing not just how music is created, but how it is marketed, monetized and valued. While the technology can help artists move faster and open new revenue streams, both argue…...

CNBC
cnbc. com > amp > 05/23/2026 > microsofts-new-responsible-tech-lead-on-high-speed-ai-development. html

Microsoft's new responsible tech lead on how to humanize high-speed AI development

1+ day, 20+ hour ago  (540+ words) Fully responsible, trustworthy technology is an almost impossible mandate in a tech landscape that prioritizes speed " but that doesn't mean some companies aren't trying." On the heels of the Trump administration's national AI legislative framework on March 20, in which "winning…...

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CNBC
cnbc. com > amp > 05/23/2026 > ai-wealth-must-benefit-the-public-south-koreas-deputy-pm-says. html

AI wealth must benefit the public, South Korea's deputy PM says amid Samsung labor tensions

1+ day, 22+ hour ago  (590+ words) South Korea must ensure that wealth created by artificial intelligence benefits the wider public, Deputy Prime Minister Bae Kyung-hoon said, even as the country grapples with labor tensions at Samsung Electronics and a stock-market rally increasingly powered by its biggest…...

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