Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
With the AI trade under pressure, Cramer looks at stocks outside of tech to buy
Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with…
Jim Cramer worries about tech insider selling, AI ‘mania’
CNBC’s Jim Cramer unpacked Thursday’s market action and worried about declines in the broader tech sector, suggesting insider…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
What Anthropic’s $50B AI investment means for these 3 portfolio stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
This is the stock to buy as trillions worth of AI data centers seek power beyond the grid
New research forecasts massive AI data center investments in the next five years, with the problem of how…
Here’s our price target and rating on Qnity, our newest stock to ride the AI chip boom
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of…
GE Vernova called one of the best ways to play AI data center boom: JPMorgan
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
We’re raising our Eli Lilly price target — what a difference a quarter makes
Eli Lilly shares jumped Thursday after the drugmaker posted a strong third quarter, driven by sales of its…