Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
What to expect from Apple’s September event and what’s driving rally
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Salesforce earnings are sparking a breakout. Where the stock is going, according to the charts
Watch the gap! That has been a common theme we’ve seen in many of the beaten down software…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
We’re trimming our position in an AI stock to protect our profits
We’re selling 135 shares of Corning at roughly $148 each. Following Tuesday’s trade, Jim Cramer’s Charitable Trust will…
Micron CEO Sounds Alarm on AI Memory Crunch — Supply May Not Catch Up Until 2028 as Demand Keeps Growing: MU Stock Falls 4% (UPDATED)
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We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Tuesday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
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…