Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
Novo Nordisk CEO defends lawsuit against Eli Lilly: ‘Competition has to be fair’
Novo Nordisk CEO Mike Doustdar on Wednesday defended the drugmaker’s decision to sue rival Eli Lilly over its…
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…
We’re lifting our price target on Cardinal Health after issuing rosy profit guidance
Cardinal Health on Tuesday showed why the healthcare distributor belongs in our portfolio, delivering robust full-year earnings guidance…
AI computing power becomes a tradable asset class as CME starts futures
Nvidia showed CNBC its latest Rubin GPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
Nvidia tries to quiet ‘circular financing’ accusations. Wall Street unsure it will
Wall Street is on the fence about chipmaker Nvidia’s latest financing initiative. Nvidia announced “memorandums of understanding” with…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
How the market may react to July’s CPI report, according to JPMorgan
Stocks could be in for some notable swings on Wednesday after July’s consumer price index reading, according to…
Nvidia, Wall Street asset managers partner on $500B AI push
NVIDIA Corp. CEO Jensen Huang speaks during a joint press conference with representatives of Fujitsu Ltd., FANUC Corp.…
Berkshire Hathaway earnings Q2 2026
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on…
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…
Crypto’s infrastructure era arrives, with AI agents poised to reshape demand
For years, the crypto industry’s biggest challenge has been finding users beyond traders. Now, some of its largest…