Is it time to buy tech, again? A flurry of good news from Broadcom may hold the answer
Has tech bottomed? That’s the question investors have been asking since the relief rally on the final trading…
We don’t know how Trump wants the Iran war to end
We’re not used to so many things going wrong at the same time, especially when, as the days…
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…
‘Old economy’ stocks look expensive, software screams cheap. How to proceed
Monday’s batch of Wall Street research made one thing clear: More people are starting to throw in the…
Nvidia CEO Jensen Huang says AI won’t be the job killer everyone fears. Here’s why
Nvidia CEO Jensen Huang said Wednesday that artificial intelligence will lead to more jobs, not fewer. In an…
Another alliance of health care and AI signals why pharma stocks could be back
Bristol Myers Squibb and Microsoft ‘s new partnership aimed at accelerating early detection of lung cancer marks the…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially…
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…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
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,…
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…