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Browsing Tag

big picture

10 posts
AArtificial intelligence
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
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Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble

  • December 17, 2025
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
AArtificial intelligence
Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
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Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own

  • December 11, 2025
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
AArtificial intelligence
Forget AI spending, the biggest risk to this market is speculation
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Forget AI spending, the biggest risk to this market is speculation

  • November 30, 2025
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
AArtificial intelligence
Here are real AI stocks to invest in and speculative ones to avoid
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Here are real AI stocks to invest in and speculative ones to avoid

  • November 21, 2025
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
TTechnology
Here are several buy levels to consider for both Microsoft and Nike
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Here are several buy levels to consider for both Microsoft and Nike

  • November 15, 2025
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…
AArtificial intelligence
Nvidia CEO says AI needs way more energy. Cramer says this is the power stock to own
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Nvidia CEO says AI needs way more energy. Cramer says this is the power stock to own

  • October 8, 2025
Nvidia CEO Jensen Huang believes that America refocusing on energy growth will not only help the U.S. win…
AArtificial intelligence
Why the crazy spending of this AI boom isn't like the dot-com bubble
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Why the crazy spending of this AI boom isn’t like the dot-com bubble

  • September 28, 2025
If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence…
MMarkets
Stock market records, Fed rate cut, trades, and new iPhones
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Stock market records, Fed rate cut, trades, and new iPhones

  • September 20, 2025
The stock market reached records again this week, propelled by the Federal Reserve’s decision to cut interest rates…
MMarkets
How we navigated the strong market ahead of the big Fed meeting
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How we navigated the strong market ahead of the big Fed meeting

  • September 13, 2025
It was a stellar week for stocks as Wall Street speculated on the Federal Reserve’s upcoming and highly…
AArtificial intelligence
What convinced a long-time Nvidia doubter to upgrade the AI chip giant
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What convinced a long-time Nvidia doubter to upgrade the AI chip giant

  • September 11, 2025
Long-time Nvidia skeptic D.A. Davidson has finally come around to our way of thinking. The analysts on Thursday…
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