We’re exiting a data center stock to protect big gains as the AI trade hits a rough patch
We’re exiting our position in Corning , selling 395 shares at roughly $146 each. Following Tuesday’s trade, Jim…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Apple’s China breakthrough provides another tailwind for its stock
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
A toxic stew drags stocks lower as we look at what can get the AI trade back on track
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
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,…
We’re trimming a stock into strength, raising our price target
We are selling 50 shares of Cardinal Health at roughly $235. Following the trade, Jim Cramer’s Charitable Trust…
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…
Jim Cramer says ask yourself this question when looking for AI winners to buy
Investors should stop fixating on how much a stock has already run and instead focus on how much…