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…
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…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
Outlook for Feb. 23-27, 2026
Wall Street next week is bracing for President Donald Trump’s new tariff plan following Friday’s Supreme Court ruling,…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…