A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
‘It’s the beginning’ — Cramer warns the weak payroll report shows AI-related job losses are here
CNBC’s Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Eli Lilly investors shouldn’t sweat rival Novo Nordisk having the first obesity pill on sale
Jim Cramer says don’t sweat Novo Nordisk’s head start over Club holding Eli Lilly in the obesity pill…
We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
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…
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…
Meta faces a new threat from OpenAI’s new viral Sora 2 video app
Meta is facing new pressure from OpenAI, the juggernaut behind ChatGPT, which is now making waves in short-form…
The latest AI move from Meta could make its biggest business even stronger
The grip Meta Platforms has on digital advertising is only getting stronger. Meta is making a change to…
BlackRock may be nearing a $38B deal for AES to capitalize on AI power demand
A new BlackRock deal could wisely position the asset manager to capitalize on surging demand for power as…