AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade and hotter-than-expected inflation data rattled last week’s stock market. But solid bank earnings and…
Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
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…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
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…
Inside S&P 500 AI boom, industrials are getting as rich as tech stocks
As the AI infrastructure buildout and global geopolitical developments spur massive spending, an old-guard sector of the economy…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the…
Do not sell these 2 stocks with major ties to the AI data center buildout
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…