Salesforce CEO calls AI a ‘commodity feature’
As Wall Street worries that advancements in artificial intelligence will hurt enterprise software companies, Salesforce CEO Marc Benioff…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Here are several buy levels to consider for both Microsoft and Nike
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…
With the AI trade under pressure, Cramer looks at stocks outside of tech to buy
Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with…
Jim Cramer worries about tech insider selling, AI ‘mania’
CNBC’s Jim Cramer unpacked Thursday’s market action and worried about declines in the broader tech sector, suggesting insider…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…
What Anthropic’s $50B AI investment means for these 3 portfolio stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…