Eisman has doubts about AI. ‘Big Short’ investor just sold key tech stock
Steve Eisman, the investor made famous by “The Big Short,” said he has reduced his exposure to artificial…
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…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
Amkor Technology , a semiconductor packaging and testing company, is poised to rise even more after expanding its…
Stock pullback couldn’t come at a worse time for market
Stocks are struggling at the worst possible time. The S & P 500 is down 0.7% this week…
Wall Street stumbles as oil surges, and Lilly takes a new path on next-gen obesity drug
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Google (GOOG) Q2 2026 earnings report: Live updates
Google parent Alphabet reports fiscal second-quarter results after the bell. Here’s what analysts are expecting, according to LSEG.…
The company behind Scotch tape is evolving into an AI play
The industrial conglomerate best known for Post-it notes and Scotch tape has found an unlikely role in the…
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…
5 things to know before the stock market opens Tuesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. JetBlue won the…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…