Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
The stock market believes Google is now winning the AI race over OpenAI, Nvidia
Alphabet-owned Google just gained a leg up over OpenAI’s ChatGPT, according to recent stock market performance. Shares of…
Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
5 things to know before the stock market opens Tuesday
A Dick’s Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San…
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
A Broadcom circuit board for chip testing is pictured during a lab tour as Broadcom prepares to launch…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Nvidia is no longer the most popular AI trade. Can it regain its crown?
Nvidia reports earnings on Wednesday, and this time it’s different for one reason: The chipmaker is no longer…
Alphabet rallies after Berkshire reveals stake. Why Buffett’s firm likely bought it
Warren Buffett and Greg Abel walkthrough the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3,…
With the AI trade under pressure, Cramer looks at stocks outside of tech to buy
Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with…
What Anthropic’s $50B AI investment means for these 3 portfolio stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…