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Oracle, AMD and Microsoft had major benchmarks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor have all roared in April. View More

In this articleXLKORCLMSFTAMDIGVFollow your favorite stocksCREATE FREE ACCOUNT watch nowVIDEO3:3603:36Bernstein's Stacy Rasgon breaks down the 'interesting divergences' in chip stocksSquawk Box Big Tech stocks capped a massive week on Friday, with shares of Oracle, Advanced Micro Devices and Microsoft posting historic gains and benchmarks.Oracle climbed 27% this week, its best week since June 1999. The company expanded an artificial intelligence data center power deal with Bloom Energy on Monday, contracting 1.2 gigawatts of capacity from Bloom. Oracle was issued a warrant to purchase $400 million of Bloom shares last week.AMD climbed 13% this week and hit an all-time high on Thursday, climbing over 42% during a run of 13-consecutive days of gains, its longest streak in over 20 years. Microsoft gained 14% this week, its best week since April 2015. Microsoft's rebound comes after the software giant wrapped its worst quarter since 2008 in March, where it lost almost a quarter of its value.Tesla also had a strong week, up nearly 15% as CEO Elon Musk said Wednesday that the company hit a key milestone on its AI5 chip. Read more CNBC tech newsAnthropic's Dario Amodei to meet with White House about MythosAMD, Oracle, Microsoft and the IGV lead a monster week for tech stocksNvidia AI chip rivals attract record funding as competition heats upTSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies A flurry of announcements from Intel has boosted its stock as well this month. The chipmaker is up 55% in April, after a historic nine-day run driven by partnerships with Google and Elon Musk's companies.Broadcom, Micron and ON Semiconductor were also up at least 30% so far in April. Marvell is up 41% so far this month.The iShares Expanded Tech-Software ETF (IGV) climbed nearly 14% week-to-date, its best week since October 2001. The SPDR Info Tech Fund (XLK) also hit an all-time Friday for the first time since October 2025 and closed at a record level. The fund has posted 13 straight days of gains, and had its best week since April 2025.The software sector has had a rough year due to AI disruption fears. Hopes for a lasting peace deal between the U.S. and Iran have fueled the sector's recent rebound.So far this year, the IGV is down about 19%. Stock Chart IconStock chart iconiShares Expanded Tech-Software ETF (IGV) week-to-date. watch nowVIDEO5:4805:48Big tech stocks are leading markets again after being oversold, says Karen FirestoneSquawk Box Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Jim Cramer says this is one of the most "remarkable" rallies he's seen, and provides guidance for the week ahead. View More

In this article.DJA.SPX.IXICFollow your favorite stocksCREATE FREE ACCOUNT watch nowVIDEO2:4502:45Jim Cramer calls the market's rally 'remarkable' and prepares for a big earnings week aheadMad Money with Jim Cramer CNBC's Jim Cramer on Friday laid out his game plan for the week ahead after what he called one of the most "remarkable" rallies he's ever seen."If you didn't believe we could have still one more week where we'd rally 3%, you'd be right," Cramer said. "We actually rallied 4% thanks to today's gigantic moves as peace seems to be breaking out in the Middle East."The major averages surged on news of Iran reopening the Strait of Hormuz during the ceasefire between Israel and Lebanon — a critical artery for global oil transport. The Dow Jones Industrial Average jumped 869 points, or 1.7%, while the S&P 500 and Nasdaq gained 1.2% and 1.5%, respectively. The Nasdaq extended its winning streak to 13 sessions — its longest positive run of consecutive sessions since 1992.Cramer said the market's resilience has been striking, noting that stocks have rallied through nearly every phase of the war with broad-based participation across sectors.The Mideast conflict, however, is not over yet. President Donald Trump said the U.S. naval blockade on Iranian ships and ports "will remain in full force" until Tehran reaches a deal with Washington to end the war.With that in mind, Cramer turned to the week ahead, where a packed slate of earnings will help determine whether the rally can keep running.MondayAlaska Air reports, and while it's not typically a focal point, Cramer said the possibility of the end of the war could revive merger activity across the airline space as the post-conflict backdrop improves.TuesdayCramer is optimistic about the results from RTX, encouraging investors to buy the dip ahead of its report. He highlighted the company's unique mix of defense strength and commercial aerospace exposure.After the close, United Airlines reports, with investors watching for any commentary on a potential merger with American Airlines.Wednesday"Wednesday's pure dynamite," Cramer said.Boeing and GE Vernova report and could be "huge movers." Boeing has been pressured by fears of prolonged conflict weighing on aircraft demand, but Cramer expects those concerns to be addressed on the call. GE Vernova remains a key beneficiary of data center power demand, but he said investors would be buying on the promise of orders in years to come. Data center infrastructure firm Vertiv, which reports Wednesday morning, has already seen a massive run heading into earnings. A lead up like that, "makes me want to be careful," he warned. After the bell, it's Tesla. Cramer said investors are far more focused on autonomy, robotics, and adjacent businesses than on its core auto sales. "We aren't interested in pigeonholing Tesla as an auto company."ThursdayBlackstone reports, and Cramer said he's looking for clarity on its private credit exposure after recent redemption concerns, though he expects an overall solid update.American Express is another key name. He noted the stock often sells off on earnings before rebounding shortly after, making it a potential buy on weakness.He also highlighted Lockheed Martin as a potential standout, calling it a "blockbuster" candidate given strong government demand and ongoing defense strength at the end of the day. "It's a buy here even if there's no more war."Perhaps "the most important report of the week," Cramer said, comes after the close from Intel. Cramer praised CEO Lip-Bu Tan for executing a major turnaround, though he warned the stock could still see a muted reaction even after strong results.FridayProcter & Gamble reports, with Cramer expecting a weak quarter but still viewing the stock as an attractive defensive hedge and one of the cheaper consumer staples names in years.Disclosure: Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns shares of Boeing, GE Vernova, and Procter & Gamble. watch nowVIDEO12:2312:23Jim Cramer looks ahead to next week's market moving momentsMad Money with Jim Cramer Jim Cramer's Guide to InvestingClick here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter. Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market.DisclaimerQuestions for Cramer? Call Cramer: 1-800-743-CNBCWant to take a deep dive into Cramer's world? Hit him up! Mad Money Twitter - Jim Cramer Twitter - Facebook - InstagramQuestions, comments, suggestions for the "Mad Money" website? madcap@cnbc.com Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Netflix co-CEO Ted Sarandos said during an investor call that the company built its "M&A muscle" during its pursuit of WBD's assets. View More

In this articleNFLXWBDFollow your favorite stocksCREATE FREE ACCOUNT watch nowVIDEO2:5802:58Netflix sinks on guidance miss: Here's what you need to knowMoney Movers For years, Netflix top brass would tell investors they were builders not buyers. Now, that sentiment toward growth may be changing. On Thursday Netflix reported its quarterly earnings. Typically, Netflix's earnings calls are focused on metrics like engagement, content spending, price hikes and membership. While those factors were still present on Thursday's call, analysts were also questioning Netflix's merger and acquisition aspirations following the Warner Bros. Discovery sale process.Late last year, Netflix emerged as a bidder for WBD, surprising many in the industry and market. Even more stunning was an announcement in December that Netflix had reached a deal to acquire WBD's film studio and streaming assets in a $72 billion deal. While the transaction initially raised eyebrows, it's now opened the door to questions from media onlookers and insiders about whether the company needs to pursue other deals as streaming becomes more competitive. Netflix co-CEO Ted Sarandos said Thursday that questions also arose both internally and externally about the company's ability to do such a megadeal. "What we did learn, though, was that our teams were more than up to the task," said Sarandos. "We've learned so much about deal execution, about early integration." Netflix had said its reasoning was simple for the pivot toward a big acquisition. Despite being the largest streaming service by far when it comes to subscribers — 325 million paid global members reported in January — it wanted to deepen its bench of franchises and intellectual property, and get more squarely in the movie studio business. Paramount Skydance ultimately upended the deal in February with a superior bid, and Netflix walked away (collecting its $2.8 billion breakup fee in short order). "But mostly, we really built our M&A muscle," Sarandos said. "And the most important benefit of this entire exercise, though, was that we tested our investment discipline." 'M&A muscle' Netflix CEO Ted Sarandos arrives at the White House in Washington, Feb. 26, 2026.Andrew Leyden | Getty Images Sarandos' newfound openness to M&A has left some wondering whether the streaming giant could be on the lookout for new targets. After all, its library of intellectual property and its relationship to the movie studio business are still right where they were before it took on the WBD deal. Although Wall Street was clearly not a fan of Netflix's proposed acquisition of WBD — shares fell 15% between the announcement of the deal and the day it fell apart, and have since risen about 26% — the media landscape will be undeniably different if Paramount's takeover is approved.Paramount is seeking to buy the entirety of WBD's business — cable TV networks, film studio, streaming and all. That would create a behemoth of a competitor for Netflix and its media peers on various fronts. "The way the WBD cards fell matters a lot. A probable combination of Paramount+ and HBO Max changes the streaming landscape in ways Netflix hasn't really had to contend with before," said Mike Proulx, vice president and research director at Forrester, prior to Netflix's earnings release. "I just want to remind you that we said this from the beginning that the WB deal was a nice to have, not a need to have. We are very confident in the core business," Sarandos said Thursday. He added that Netflix viewed its biggest risk going into the deal process as losing focus on its core business. "As you can see from our Q1 results, we did not lose focus," he said. Still, Netflix's earnings report, and particularly its forward-looking guidance, seemed to disappoint investors. The company's stock dropped roughly 10% in extended trading after the streamer maintained full-year guidance despite a first-quarter revenue beat and the termination of the WBD deal. Stock Chart IconStock chart iconNetflix stock sinks after Q1 earnings report. "The bigger surprise this quarter was the unchanged full-year margin guidance despite walking away from the Warner Bros. deal and related M&A costs," said analyst Robert Fishman of MoffettNathanson in a research note Friday. Netflix, for its part, didn't spend too much time on M&A during the earnings call, instead focusing on its more familiar talking points like user engagement, a growing advertising business, and spending on content that holds onto members (and helps justify price hikes). The return to Netflix's typical narrative appeared to be welcome. "Post WBD, the company could return to its relentless focus on growing revenue and profits by leveraging its global subscriber scale," said Fishman in Friday's note. He added that Netflix management "emphasized the success of its recent price increases and noted that retention was strong," as well as that it remains on track to double ad revenue this year. Still, Proulx of Forrester said in a note after the earnings call that while Netflix was back to being "squarely focused on executing its tried‑and‑true playbook," questions still remained. "None of that changes the reality that the streaming market is more competitive than it was a year ago," Proulx said. "Pricing power has to be earned quarter by quarter, and holding engagement as prices rise remains the central challenge across the streaming market. Netflix is betting that steady execution on its core business wins in a more crowded, consolidating market." Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Treasury Secretary Scott Bessent told workers to update their paycheck withholding. But mistakes could trigger a tax bill next season. View More

US Treasury Secretary Scott Bessent speaks during a press briefing in the Brady Briefing Room at the White House in Washington, DC, on April 15, 2026.Brendan Smialowski | Afp | Getty Images After filing your 2025 tax return, there's plenty of time for 2026 changes that could improve your situation for next season, experts say. One option could be updating your paycheck withholding — for a bigger or smaller refund — which can be tricky, according to tax experts.   While talking about President Donald Trump's signature tax breaks this week, Treasury Secretary Scott Bessent said workers should update their withholdings for 2026. "I want to encourage everyone out there watching today to change their withholding if they haven't already done so," he said during a White House press briefing Wednesday. "If you change your withholding, then you will get an automatic real wage increase ... on a weekly or a monthly basis, and you will be able to keep more of your money this calendar year," Bessent said. But some tax experts have been quick to criticize this advice on social media. The withholding process isn't simple, and mistakes could result in taxes owed for 2026. More from CNBC's Financial Advisor 100:Here's a look at more coverage of CNBC's Financial Advisor 100 list of top financial advisory firms for 2025:CNBC's Financial Advisor 100: Best financial advisors, top firms for 2025 rankedHow we determined the Financial Advisor 100 ranking for 2025Bessent says to adjust paycheck withholdings, but mistakes may trigger a tax billS&P 500 shrugs off 1% daily drops all the time. Investors can, too, advisors sayWhere investors can look for stability as the Iran war rattles marketsWhat the Iran war market turmoil means for those nearing retirementBigger SALT cap may 'drive higher refunds,' tax expert says — who benefitsIn an affordability crunch, Gen Z adults lean on their parents for financial helpACA subsidy cliff may mean 'astronomical tax bills' for many, CFP saysHow CNBC's No. 1 financial advisor uses a 'white glove approach' in tumultuous times Enacted in July, Trump's "big beautiful bill" included new 2025 deductions for tip income, overtime earnings, seniors and auto loan interest, among other provisions. But the IRS didn't update withholding tables for employers, which has contributed to higher tax refunds for many filers this season. As of April 3, the average refund amount for individual filers was $3,462, up from $3,116 about one year ago, according to the agency.However, blanket suggestions to change paycheck withholdings could have "negative consequences" during next year's tax filing season, according to certified financial planner John Nowak, founder of Alo Financial Planning in Mount Prospect, Illinois. Paycheck withholdings are "simply estimates" of the year's total taxes, said Nowak, who is also a certified public accountant.For 2026, you may lower withholdings if your refund was larger than expected, or increase them if you had a balance due. It should also be updated for "changes in income, marital status and children," he said. Rather than making "haphazard changes," consider using the free IRS tax withholding estimator, which provides estimates and an updated Form W-4 for your employer, Nowak said.The Treasury did not respond to CNBC's request for comment. 'Quick calculation' for your withholding Another "quick calculation" to check your 2026 paycheck withholding is by reviewing the "total tax" on line 24 of the second page of your 2025 tax return, according to Tommy Lucas, a CFP at Moisand Fitzgerald Tamayo in Orlando, Florida. His firm is ranked No. 69 on CNBC's Financial Advisor 100 list for 2025. If your 2026 earnings and tax situation are the same as 2025, your total federal liability should also be similar, he said. That means you can divide your 2025 total tax by the number of pay periods for 2026 and compare that number to your federal tax withholding for each paycheck. For many taxpayers, "not much is changing" in 2026 compared with 2025, Lucas said. One exception is Trump's charitable deduction of up to $1,000 for single filers or $2,000 for married couples filing jointly who don't itemize tax breaks. If you're not on track for total taxes paid in 2026, you could adjust your paycheck withholdings for the rest of the year, or make a payment of your shortfall directly to the IRS. watch nowVIDEO0:2000:20Tax tip: 2026 401(k) limitsNews Videos Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

The company reported strong performance in Q3-FY26 and 9M-FY26, with AUM rising 20% y-o-y to ?28,790 crore and disbursements growing 15% y-o-y to ?6,469 crore View More

Infrastructure investment trusts have emerged as a transformative instrument in India’s infrastructure financing landscape, bridging the gap between large-scale project funding requirements and investor appetite for stable, long-term returns View More

A growing crop of startups are set on challenging the chip giant's supremacy. View More

In this article2BH-FFNVDATSMASMLFollow your favorite stocksCREATE FREE ACCOUNT This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here.Nvidia has cemented itself at the heart of the AI boom with a monopoly on the most powerful chips to train and run models, but a growing crop of startups are set on challenging the company's supremacy.And increasingly, investors are throwing huge sums behind them. In 2026, AI chip startups raised $8.3 billion in funding, globally, according to Dealroom. Barring a near total collapse of the market, the sector is expected to see record sums pumped into it this year.  So what's causing the spike?While Nvidia's graphics processing units (GPUs) — which were originally designed for gaming — have been effectively repurposed for AI training, focus is now shifting to the most efficient ways to actually deploy the tech in applications, known as AI inference.The argument of these chip upstarts is this: GPUs weren't purpose-designed for AI, and therefore, novel system architecture will bring big savings in energy and cost."Inference is dominant now, and the existing GPU architecture wasn't built for it in ways that matter most at scale," Patrick Schneider-Sikorsky, director at the Nato Innovation Fund (NIF), which has invested in U.K. AI chip startup Fractile, told me.Nvidia, which has huge advantages as the world's most valuable company with an almost limitless supply of cash, is still racing to develop new chips to power AI.In December, the company acquired assets from AI inference startup Groq for $20 billion and announced it had invested $4 billion into two companies developing photonics technology in March.The chip giant also spent more than $18 billion on research and development in its most recent full financial year, ending January 2026. Startup funding But investors haven't been deterred from throwing money behind new, and often untested at scale, AI chip technology.In the U.S. — where many of the biggest rounds have been raised — Cerebras Systems picked up $1 billion in February, and there have been $500 million rounds in 2026 for MatX, Ayar Labs and Etched.European companies have raised comparatively smaller sums, but Axelera and Olix have both raised rounds north of $200 million this year. Others, including Euclyd and Optalysys told me they're planning rounds of at least $100 million in 2026, as are Fractile and Arago, according to reports."It's no longer a niche bet," said Carlos Espinal, managing partner at European VC Seedcamp, which backed chip startup Vaire Computing. "It's becoming a core part of how people think about AI infrastructure." Latest updates Anthropic and OpenAI both announced major U.K. expansion plans. Anthropic unveiled a new office space for 800 people, while OpenAI said it would open its first permanent London office with capacity for over 500 team members.TSMC on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong.OpenAI abandoned plans to rent capacity directly from a Norwegian data center, with Microsoft taking up the extra compute, days after confirming it paused a similar project in the U.K. The ChatGPT maker would instead rent capacity from Microsoft, the company told CNBC.Amazon said Tuesday it would acquire Globalstar in a deal worth about $11.57 billion, as it looks to give its nascent Leo satellite internet business a boost and compete with Elon Musk's SpaceX.Uber on Friday agreed to purchase an additional 4.5% of shares of German food delivery firm Delivery Hero from the company's biggest shareholder Prosus. Stock of the week Stock Chart IconStock chart iconASML stock has dropped after the company reported earnings on Wednesday. ASML stock has been on the decline since it announced results on Wednesday, despite raising its sales forecast for 2026 and beating first-quarter revenue and profit expectations.Astronomical expectations around the AI boom likely caused the negative reaction, alongside tightening restrictions on export controls, which caused a drop in the percentage of net sales to China. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Citius TransNet Investment Trust is a transport-focused infrastructure investment trust set up to acquire, manage and invest in road and other transport assets across India. View More

The bioenergy leader is boosting investments in green hydrogen, advanced biofuels, and carbon capture, while expanding its global project pipeline and exploring new revenue streams like asset ownership. View More

Ankur Scientific , a global leader in bioenergy and waste-to-energy solutions, said it has outlined aggressive expansion plans, targeting 50% growth over the next three years, with a strategic focus on scaling its presence across the Middle East, Africa, and Southeast Asia. Marking its 40th year of operations and signalling a new phase of accelerated growth and innovation in the clean energy sector, the company in a statement said it is actively expanding its global project pipeline, while increasing investments in next-generation technologies such as green hydrogen , advanced biofuels , and carbon capture solutions. The company is also exploring new avenues such as Asset Ownership and Energy Sales, alongside strengthening its R&D capabilities to support future growth. Over the past four decades, the company has evolved from pioneering biomass gasification systems to delivering advanced solutions across biochar, waste-to-energy, and emerging areas such as green hydrogen. With a presence across over 60 countries, Ankur Scientific has executed over 1000 projects, enabling the conversion of 10,000 million tonnes of agricultural and industrial waste into clean energy. Its solutions have contributed to generating over 350,000 MW of renewable energy while reducing approximately 1.5 million tonnes of CO₂ emissions, reinforcing its role in advancing circular economy and sustainable fuel adoption. The company has recorded 25% growth in over the past 3 years, driven by rising demand for decentralised and renewable energy systems . The company added that it is actively expanding its global project pipeline, while increasing investments in next-generation technologies such as green hydrogen, advanced biofuels, and carbon capture solutions. The company is also exploring new avenues such as Asset Ownership and Energy Sales, alongside strengthening its R&D capabilities to support future growth. Live Events As part of its 40th year celebrations, Ankur Scientific hosted its Founder’s Day under the theme “40 Years of Innovation: The Journey So Far,” honouring its founder, Dr. B. C. Jain, and bringing together leadership to reflect on the company’s evolution. The event also featured a showcase of key innovations and upcoming projects. “Forty years ago, we began with a simple belief that clean energy could shape a better future. Today, that vision has evolved into a global platform of scalable solutions across bioenergy and waste-to-energy. As we enter our next phase, we are focused on accelerating growth, expanding our global footprint, and investing in next-generation technologies like green hydrogen and advanced biofuels to drive long-term impact,” Ankur Jain, Managing Director of Ankur Scientific, said in a statement. The company has established itself as a leading player in the sector, working with globally reputed organisations such as the Bill & Melinda Gates Foundation, the Asian Development Bank, along with national governments and municipal bodies. Building on this foundation, it is now gearing up to launch a first-of-its-kind project in the marine fuel space, introducing innovative solutions aimed at redefining the sector. .Pbanner{display:flex;justify-content:space-between;align-items:center;background-color:#ec1c40;margin-top:20px;padding:5px 10px;border-radius:4px;color:#fff;line-height:10px;} .Pbannertext{display:flex;align-items:center;font-size:16px;font-weight:600;font-family:'Montserrat';} .Pbannertext img{height:20px;margin:0 6px} .Pbannerbutton a{display:flex;align-items:center;background-color:#fff;color:#ec1c40;text-decoration:none;font-weight:600;padding:4px 8px;border-radius:6px;font-size:15px;font-family:'Montserrat';} .Pbannerbutton img{height:20px;margin-right:6px} .Pbannerbutton a:hover{background-color:#f7f7f7} Add as a Reliable and Trusted News Source Add Now!

Aditya Birla Housing ceases to be a wholly-owned arm of Aditya Birla Capital View More