Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta Platforms unveiled a flurry of AI initiatives this month — from lower-cost smart glasses and an enterprise…
Citi cuts tech stock weighting: ‘Difficult to see how everyone in AI/Tech path wins’
The tech trade is becoming rocky, and Citi thinks it’s time for investors to trim positions in the…
Jeremy Grantham says this is the most expensive market in ‘American history’
Veteran investor Jeremy Grantham thinks the artificial intelligence boom has pushed the U.S. stock market to its most…
We’re trimming a stock into strength, raising our price target
We are selling 50 shares of Cardinal Health at roughly $235. Following the trade, Jim Cramer’s Charitable Trust…
Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal…
An AI price war could steal the thunder from pending Anthropic, OpenAI IPOs
The high price of high-end artificial intelligence could mean a price war is coming right before two more…
In India’s PMS boom, discipline may matter more than activity
Between 2021 and 2026, the country’s ultra-high-net-worth population grew 63%, from just over 12,000 to nearly 20,000 individuals,…
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…
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Semiconductor ©Adobe Stock Images Investors Look to Chipmaker for Signals on AI Demand Investors are closely watching the…
The AI trade could shift back in Nvidia’s favor. Here’s why
Infrastructure has been a huge part of the artificial intelligence rollout, with companies building data centers, networking hubs…
SpaceX has even more room to run after AI coding deal, Oppenheimer says
Space Exploration Technologies should see its shares surge following the strategic acquisition of an artificial intelligence coding firm,…
Jim Cramer says SpaceX investors aren’t buying earnings — they’re buying Elon Musk
CNBC’s Jim Cramer said Tuesday that investors flocking to SpaceX are betting on Elon Musk’s ability to create…