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…
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…
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…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
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…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
The Nasdaq’s worst week since April, 3 trades, and earnings
It was a terrible start to November on Wall Street. The tech-heavy Nasdaq sank just over 3% in…
Here’s our price target and rating on Qnity, our newest stock to ride the AI chip boom
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of…