Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
We’re trimming our stake in an AI winner to take advantage of great prices
We are selling 25 shares of Eaton at roughly $384.30. Following the trade, Jim Cramer’s Charitable Trust will…
Indian AI stocks to watch: Macquarie
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space,…
Nebius unveils plans to build one of Europe’s largest AI factories
Nebius unveiled plans on Tuesday to build a new AI data center in Finland, which it says will…
OpenAI data center pivot underscores Wall Street IPO concerns
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock’s 2026 Infrastructure Summit in Washington, DC, US,…