17 May 2026
Nvidia vs. Cerebras: Better AI Stock to Buy Now
Nvidia ( NVDA +0.64% ) has been the "go-to" artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers -- market giants such as Advanced Micro Devices and Intel -- also are benefiting from…
17 May 2026
A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom
Samsung makes about a third of the world’s DRAM—the memory inside virtually every phone, laptop, server, and data center on the planet. Together with its Korean rival SK Hynix, it controls roughly two-thirds of the global DRAM market and an even larger share of high-bandwidth memory (HBM), the specialized chips that AI systems cannot run without.
16 May 2026
Elon Musk, Chip Giant?
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium and Dan Caplinger and analyst Tim Beyers discuss: Musk’s chip dreams SaaS recovery What technologies will survive the next decade Stocks on the radar
15 May 2026
Cerebras Just Pulled Off the Biggest IPO Of 2026 So Far. History Says This Happens Next.
Cerebras Systems ( CBRS +68.15% ) just pulled off the biggest U.S. tech initial public offering (IPO) since Snowflake made its debut in 2020. The artificial intelligence (AI) chipmaker priced its shares at $185 on Wednesday evening, above its already-raised range of $150 to $160. The deal raised $5.55 billion and valued the company at about $56.4 billion on a fully diluted basis. Shares opened at…
15 May 2026
After Trump’s pledge to ‘open up’ China, low expectations for summit deal
Before arriving for his high-stakes summit with Chinese leader Xi Jinping, US President Donald Trump aimed to set expectations high. He said he’d urge Xi to “open up” China’s economy and announced a delegation of top business executives, including Tesla’s Elon Musk, Apple’s Tim Cook and Nvidia’s Jensen Huang, to accompany him.
15 May 2026
Cerebras Systems Stock Soars 68% in Blockbuster IPO: What Investors Should Know
On Thursday, Cerebras Systems ( CBRS +67.29% ) soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker's initial public offering was the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected. Here's what investors should know.
14 May 2026
China cozies up as Trump touts delegation of richest business heavyweights at Xi summit
US-China trade: Nvidia chips, auto market, IP theft underscore complex relationship U.S.-China trade discussions intensify as President Trump's administration navigates complex issues, including U.S. Commerce Department's decision to allow Nvidia H200 chip sales to 10 Chinese firms. Experts also warn against allowing Chinese electric vehicles into the American market, citing intellectual property…
14 May 2026
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?
Nvidia ( NVDA - Free Report ) ) has spent the last three years dominating the artificial intelligence boom, becoming the undisputed king of AI infrastructure. But investors are suddenly facing a more nuanced question: Does renewed optimism around China strengthen Nvidia’s long-term outlook, or does Thursday’s blockbuster IPO of Cerebras Systems (CBRS) signal the beginning of real competitive…
14 May 2026
Trump and Xi hold talks but no trade deal agreed
It was a day heavy with symbolism in Beijing, marked by choreographed ceremonies and carefully staged optics, but there was no sweeping trade breakthrough or major business agreements. US President Donald Trump met Chinese President Xi Jinping on Thursday for more than two hours of talks, describing the US-China relationship as "the world's most consequential economic relationship". The White…
