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…
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…
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…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Jim Cramer says investors should consider buying SpaceX for their kids
CNBC’s Jim Cramer said Wednesday investors looking at Elon Musk’s SpaceX should stop thinking in quarters and start…
Shopify exec says AI is ushering in a ‘golden age of entrepreneurship’
Shopify President Harley Finkelstein said Wednesday artificial intelligence is making it easier than ever to start and grow…
We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…
We’re adding to our position in a chipmaker as the AI trade regains its footing
Shortly after the opening bell, we will buy 100 shares of Intel at roughly $97.97. Following the trade,…
Jim Cramer says Wall Street is ‘fleeing’ AI stocks after a 7% drop — and buying Salesforce, Walmart instead
Over the past few weeks, shares in AI infrastructure companies have dropped as a result of a significant…
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…