We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…
We’re adding to our position in a chipmaker as the AI trade regains its footing
Shortly after the opening bell, we will buy 100 shares of Intel at roughly $97.97. Following the trade,…
Jim Cramer says Wall Street is ‘fleeing’ AI stocks after a 7% drop — and buying Salesforce, Walmart instead
Over the past few weeks, shares in AI infrastructure companies have dropped as a result of a significant…
Here are the 2 big things we’re watching in the stock market in the week ahead
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer…
Goldman traders are on pace for a record year. A close-up look at how they’re doing it
Goldman Sachs ‘ dealmaking prowess may grab all the glory, but the biggest driver of growth last quarter…
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…
FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The boom in GLP-1 weight-loss drugs and other specialized medicines has created lucrative logistics opportunities in an industry…
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…
‘This is a clearing event’ — Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize…
The market is overreacting to Meta’s earnings. Here’s our plan
Shares of Meta Platforms slid more than 11% in extended trading Wednesday after the social media giant reported…
Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Wednesday’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…