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.…
Once-hot cloud AI play CoreWeave is tanking. A JPMorgan downgrade is adding to the pressure
Near-term supply chain pressures will cap gains for CoreWeave , according to JPMorgan. The bank downgraded CoreWeave, which…
Days of declines won’t keep AI trade down
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov.…
AI is back — it never really went away
Jakub Porzycki | Nurphoto | Getty Images Investors piled back into artificial intelligence names on Monday stateside. Shares…
What caused the stock market’s lackluster week — plus, an earnings season update
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
How small and big investors are picking AI winners
(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers.…
U.S. must win AI race with China so the future is built on American tech
Nvidia CEO Jensen Huang says he’s optimistic that the United States and China can work through trade and…
Jim Cramer’s top 10 things to watch in the stock market Tuesday
My top 10 things to watch Tuesday, Sept. 30 1. Wall Street was heading for a slightly lower…
Tuesday stocks from analyst calls like Nvidia
Here are Tuesday’s biggest calls on Wall Street: Goldman Sachs initiates Golar LNG as buy Goldman said the…
Why the crazy spending of this AI boom isn’t like the dot-com bubble
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
Citizens upgrades this cloud computing stock on hyperscale outsourcing optimism
Shares of CoreWeave could see a sizable boost in the coming months as demand for hyperscalers ramps up,…
Falling behind in AI is still good for Google
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…