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AI computing places considerable demands on data centers. This company is helping to address the problem -- and investors are taking note.

CNBC’s Deirdre Bosa explained a counterintuitive thesis on the AI cold war in a recent CNBC segment. Paradoxically, she argued that U.S. efforts to wall off access to the most advanced American AI models could unintentionally accelerate China’s rise in AI. The concern is that policies designed to protect America’s lead may instead encourage developers ... Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

With AI-related stocks trading at all-time highs, it's time to start looking at the less obvious candidates.

The stock market is looking more and more like it's 2000.

The newly independent Honeywell Aerospace (NASDAQ:HONA) began trading today following its separation from parent Honeywell (NASDAQ:HON). CEO Jim Currier appeared on CNBC today to lay out a deliberately narrow set of capital-allocation priorities for the new publicly traded company, with the plan for cash flow to unlock capacity in the supply base before going anywhere ... Honeywell Aerospace CEO: Supply-Base Investment Is Top Priority After Spinoff

SpaceX's business is attractive, but the stock is expensive.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 3.1% in the afternoon session after the company announced two significant artificial intelligence deals, including a partnership with NVIDIA and an expanded agreement with Surf Air Mobility.

Nobel Prize-winning economist Robert Shiller cautioned that widespread fear of artificial intelligence eliminating jobs could worsen economic damage on top of any real job losses AI creates. Writing in The New York Times story on Monday, Shiller argued that narrative-driven...

These companies work best when the prices of their underlying assets are rising rather than falling.

There was some significant news from its C-suite.

CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about 55% above current levels. Renick reported that options flow leaned bullish in each stock, with roughly twice as many calls bought as puts, ... Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

All investors look to reap outsized gains. But what drives the outperformance that we seek?

The cable giant is divesting its legacy media businesses.

A partnership with an artificial intelligence (AI) titan has investors intrigued.

An analyst upgraded his recommendation on the downstream oil company.

Wood bought stocks as the Nasdaq sank last week.

The LEO satellite company's cellular constellation is rapidly expanding.

An earnings call can reveal whether a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag?

Can a robotaxi platform that doesn't own the underlying robotaxi cars build a lasting edge?

Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC’s Squawk on the Street about the AI data center buildout. According to Cummins, historically only about 10% of large-scale industrial construction projects deliver on time, and he expects the AI infrastructure space to see “pretty significant delays through 2026 and 2027,” driven primarily ... Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every index trade higher. The small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here Are Tuesday’s Best Wall Street Analyst Research Calls:

The company's achievement of a new certification had investors racing to click the buy button today.

The space stock could join the top index by next week.

Resurgent tech stocks helped lift the Dow to a fresh record Monday as oil prices advanced and the yen retreated to a 40-year low against the dollar.The Dow climbed 0.6 percent to a fresh record, while the tech-focused Nasdaq jumped more than two percent.

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

Intuitive Machines' revenue growth, billion-dollar backlog, and NASA relationships suggest the business is stronger than the share price implies.

I keep hitting the buy button on Nike (NYSE:NKE), and every fresh leg down only makes the case stronger to me. The stock is down 33.33% year to date and down 30.03% over the past year, sitting at $41.82 while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Invesco QQQ Trust (NASDAQ:QQQ) keep printing fresh ... Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

The healthcare giant is scheduled to release its second-quarter results in a few weeks.

If your bills keep increasing, it's time to take action.

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe