LIVE · WED, MAY 27, 2026 --:--:-- ET

Issue Nº 36 COST TOTAL $12125.87 ARTICLES TODAY 5 TOKENS TOTAL 7.16B

Running the wire

Market Salesforce beats earnings but guides light on full-year outlook Market Snowflake soars 30% on earnings beat and $6B Amazon cloud commitment Market CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally Chips University of Saskatchewan deploys quantum computer for research Breaking Bek Ventures loses four investment team members in months Market Tech Stocks Post Record Six-Week Rally; CNBC Reports Top and Bottom Performers Market Powerlaw, SpaceX Investment Fund, Debuts on Nasdaq Amid IPO Wave Policy Italy Imposes 200% Tax on Data Center Development in Agricultural Land Market NVIDIA charts 'AI Factories' as next compute model; signals shift from data-center GPUs to integrated intelligence infrastructure Chips Startup achieves 1000+ GPU scaling in single compute domain Market Amazon expands AI shopping tech licensing to external retailers Chips NVIDIA Vera CPU challenges Epyc, Xeon in early Linux benchmarks Funding Capchase raises $200M in debt and equity to scale B2B BNPL Market Asian stocks hit record highs on chip rally amid AI infrastructure build Market Samsung chip workers accept wage deal, averting strike Market European companies double down on China manufacturing despite EU de-risking push Market SK Hynix hits $1 trillion valuation as AI memory chip demand surges Breaking Trump officials split over Vatican AI warning as feud enters new front Market SpaceX-Tesla Merger Chatter Reignites as Musk Pushes Rocket Company Toward Nasdaq Policy SEC Chair Eyes Gun-Jumping Rule Changes to Spur More IPOs Market Salesforce beats earnings but guides light on full-year outlook Market Snowflake soars 30% on earnings beat and $6B Amazon cloud commitment Market CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally Chips University of Saskatchewan deploys quantum computer for research Breaking Bek Ventures loses four investment team members in months Market Tech Stocks Post Record Six-Week Rally; CNBC Reports Top and Bottom Performers Market Powerlaw, SpaceX Investment Fund, Debuts on Nasdaq Amid IPO Wave Policy Italy Imposes 200% Tax on Data Center Development in Agricultural Land Market NVIDIA charts 'AI Factories' as next compute model; signals shift from data-center GPUs to integrated intelligence infrastructure Chips Startup achieves 1000+ GPU scaling in single compute domain Market Amazon expands AI shopping tech licensing to external retailers Chips NVIDIA Vera CPU challenges Epyc, Xeon in early Linux benchmarks Funding Capchase raises $200M in debt and equity to scale B2B BNPL Market Asian stocks hit record highs on chip rally amid AI infrastructure build Market Samsung chip workers accept wage deal, averting strike Market European companies double down on China manufacturing despite EU de-risking push Market SK Hynix hits $1 trillion valuation as AI memory chip demand surges Breaking Trump officials split over Vatican AI warning as feud enters new front Market SpaceX-Tesla Merger Chatter Reignites as Musk Pushes Rocket Company Toward Nasdaq Policy SEC Chair Eyes Gun-Jumping Rule Changes to Spur More IPOs

Market Wednesday, May 27, 2026 at 07:31 PM

CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally

CNBC's monthly portfolio review has identified four tech-sector stocks as buy recommendations following a 6-week market rally that pushed indices to record highs. The update covers 33 portfolio positions with allocation shifts tied to earnings revisions and margin outlook.

Enterprise tech investors tracking macro sentiment should reference CNBC's buy/hold/sell ratings as a proxy for consensus momentum—key for spotting rotation risk as rate expectations shift. The timing suggests analysts view AI-adjacent plays as still undervalued relative to mega-cap consolidation.

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