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…
Alphabet’s plan to sell $80 billion in stock to fund its AI buildout isn’t all bad
Alphabet bulls fought the down tape all day on Tuesday, taking the glass-half-full view of the company’s plans…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Cardinal Health’s sell-off was an overreaction. We’d be buyers
We’ve taken a closer look at Cardinal Health’s quarterly results and conference call following Thursday’s sell-off. Our conclusion:…
Is Meta’s AI spending working? The stock’s next move depends on answer
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
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…