Next week will show just how sustainable the AI trade is
Tech came back in a big way this week, but whether artificial intelligence can sustain its advance —…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Marc Benioff getting his mojo back as Salesforce lifts AI growth view
Salesforce CEO Marc Benioff appears at the 2023 Dreamforce conference in San Francisco on Sept. 12, 2023. Marlena…
What to expect from Apple’s September event and what’s driving rally
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
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…
Stocks making the biggest moves premarket: SPCX, AMD, LLY, DIS & more
Check out the companies making the biggest moves premarket: SpaceX — The Elon Musk-led rocket company fell 11%…
Palantir stock rises 16% on soaring commercial revenue, AI sovereignty
Palantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City. John Lamparski…