Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
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…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
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,…
We’re trimming our stake in an AI winner to take advantage of great prices
We are selling 25 shares of Eaton at roughly $384.30. Following the trade, Jim Cramer’s Charitable Trust will…
Indian AI stocks to watch: Macquarie
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space,…
Nebius unveils plans to build one of Europe’s largest AI factories
Nebius unveiled plans on Tuesday to build a new AI data center in Finland, which it says will…
Europe switches on first microgrid data center in Dublin
Just outside Ireland’s capital, Dublin, a data center has become the first in Europe to turn to an…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
AI disruption fears slam new corners of the market, and Google reminds us why we own it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
Forget the bubble talk — why you need to own AI stocks in 2026
I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the…