Photonics names are beating stocks everywhere. AI will help them win
There’s one group of stocks within the broader artificial intelligence buildout that’s handsomely beating the rest of the…
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…
Wall Street sees a floor under software stocks in potential Workday deal
The potential purchase of payroll platform Workday by private equity firm Silver Lake puts a solid floor under…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
Forget AI: One of the hottest trades right now is coffee
Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures…
Nebius has tripled in 2026, but it can rise more, Bank of America says
Nebius Group has more than tripled this year due to the artificial intelligence boom, but it still has…
Novo Nordisk CEO defends lawsuit against Eli Lilly: ‘Competition has to be fair’
Novo Nordisk CEO Mike Doustdar on Wednesday defended the drugmaker’s decision to sue rival Eli Lilly over its…
Eli Lilly’s weight loss pill Foundayo gets UK approval. Plus, oil holds back stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Best Buy will outperform as more consumer products integrate AI, Truist says
Best Buy is likely to continue gaining momentum on several market trends, including the integration of artificial intelligence…
Retiring with ₹75 lakh? Experts reveal how much to keep in cash and where to invest the rest
Retirement is a major financial milestone. After decades of earning and building wealth, the focus shifts from accumulating…
How the market may react to July’s CPI report, according to JPMorgan
Stocks could be in for some notable swings on Wednesday after July’s consumer price index reading, according to…