Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
We’re trimming our position in an AI stock to protect our profits
We’re selling 135 shares of Corning at roughly $148 each. Following Tuesday’s trade, Jim Cramer’s Charitable Trust will…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 8% on a deal that would allow Google to buy up to $12.2 billion…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Samsung Electronics second-quarter operating profit beats estimates
The logo of Samsung is seen at the Samsung Electronics Seocho building in Seoul on July 7, 2026.…
Samsung Wins $200 Billion Order to Supply Chips to Broadcom
(Bloomberg) — Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom…
2 things capping Monday’s market. Plus, Alphabet’s new AI chip plans
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…