Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Jensen Huang defends Nvidia’s growing financial support for AI ecosystem, says ‘the risk is low’
Nvidia CEO Jensen Huang on Wednesday defended the chipmaker’s growing role in financing the artificial intelligence boom, pushing…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
Micron CEO Sounds Alarm on AI Memory Crunch — Supply May Not Catch Up Until 2028 as Demand Keeps Growing: MU Stock Falls 4% (UPDATED)
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We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…