AI disruption fears slam new corners of the market, and Google reminds us why we own it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Mizuho, TD Cowen upgrade Shopify, say AI fears are overdone and LLM strategy builds long-term value
Mizuho and TD Cowen believe that artificial intelligence will act as a structural tailwind for Shopify rather than…
5 things to know before the stock market opens Wednesday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning, and happy jobs…
January jobs report has bulls excited, even if it means fewer rate cuts in 2026
A surprise blockbuster jobs report could support the broadening of the stock market rally, even as it keeps…
This stock got caught in software drawdown. Goldman says it’s insulated
Goldman Sachs believes that recent volatility in software stocks has created an attractive buying opportunity in shares of…
Worries about AI coming for banks overshadowed bullish M&A predictions for 2026
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Gordon Haskett upgrades Booking Holdings ahead of earnings, calls AI fears overblown
Gordon Haskett Research Advisors believes that Booking Holdings ‘ operational advantages are being overlooked amid heightened AI fears.…
Daiwa upgrades Palantir on AI demand, strong commercial revenue guidance
Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
What Gen Z trends say about the economy
Actor Austin Butler attends the 16th Governors Awards at the Ray Dolby Ballroom at Ovation Hollywood in Los…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…