This medical device stock looks like a gift for patient investors
Insulet is a high-quality compounder where a temporary execution issue is masking strong underlying fundamentals. Type 2 diabetes…
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…
K, C or E? Why economists can’t agree on the shape of today’s economy
C. K. E. Those aren’t initials or Greek life letters. They’re some of the terms that economists, corporate…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Jensen Huang defends Nvidia’s growing financial support for AI ecosystem, says ‘the risk is low’
Nvidia CEO Jensen Huang on Wednesday defended the chipmaker’s growing role in financing the artificial intelligence boom, pushing…
Marvell may offer ‘shot of adrenaline’ for AI, per Joe Terranova
Marvell Technology will report its earnings this week, potentially giving the artificial intelligence trade a much-needed “shot of…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…