Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
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…
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…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
Apple prepares a new way to buy iPhones. Plus, making sense of Google’s new AI models
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Inflation, Housing News Due Next Week in Canada
Monday U.S. Economic Lookahead U.S. leading economic indicators (June) Featured Earnings Steel Dynamics, Inc. (NASDAQ:STLD) (Q2) EPS…
Microsoft commits $2.5 billion, 6,000 employees AI implementation unit
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan.…
How GE Vernova builds the turbines powering the AI data center boom
An exclusive look inside GE Vernova‘s largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that…
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,…
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…