The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
How Iran oil shock differs from 1970s stagflation
Key Points Fears of higher prices and slower economic growth have unsettled markets over the past week following…
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…
We’re buying more of this leading AI stock on this year’s undeserved pullback
Shortly after the opening bell, we will be buying 45 shares of Alphabet at roughly $307. Following Friday’s…
Iran war heightens affordability issues ahead of March Fed meeting
Amid a war in Iran, inflation pressures, a weakening job market and an uncertain outlook for tariff policy, Federal…
This AI server stock is set for a 50% rally, according to Bernstein
Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The…
Billionaire Stanley Druckenmiller Just Dropped This AI Big Spender and Bought Shares of These AI Players That are Generating Billion-Dollar Revenue.
Billionaires have been active in the artificial intelligence (AI) space as it’s been a proven wealth-builder in recent…
New inflation data is set for release Wednesday. How to trade it
Traders see the February consumer inflation report as a major inflection point for their Federal Reserve outlooks and…
Buy Nvidia ahead of its pivotal AI conference, analysts say
As Nvidia gears up for its flagship GTC conference next week, Wall Street analysts are reiterating their bullish…
The consumer stocks primed to be big winners from AI, according to Jefferies
Jefferies believes that in the new world order of agentic artificial intelligence, retail companies adopting technology to increase…
‘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…
We’re dipping into our large cash pile to buy more of this health-care stock
We are buying 90 shares of Cardinal Health at roughly $217. Following the trade, Jim Cramer’s Charitable Trust…