Nvidia CEO says AI partnership with Corning will ‘revitalize American manufacturing’
Nvidia CEO Jensen Huang told CNBC’s Jim Cramer that the company’s new partnership with Corning represents an important…
Big Tech cannot afford to be cheap on AI spending
Cloud computing giants cannot afford to pinch pennies on the artificial intelligence buildout, CNBC’s Jim Cramer argued Wednesday.…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Andy Jassy says Amazon investors will be rewarded by its AI spending
Andy Jassy said Amazon’s massive spending on artificial intelligence isn’t something investors should fear — it’s exactly why…
Cardinal Health’s sell-off was an overreaction. We’d be buyers
We’ve taken a closer look at Cardinal Health’s quarterly results and conference call following Thursday’s sell-off. Our conclusion:…
Apple delivers a nearly perfect quarter, with a CEO change and an AI update ahead
Apple on Thursday evening reported a strong quarter to wrap up a busy week of megacap earnings. Clearly,…
Reddit’s CEO calls his company ‘the fuel’ for artificial intelligence
Reddit CEO Steve Huffman said his company may be one of the most underappreciated winners of the artificial…
Is Meta’s AI spending working? The stock’s next move depends on answer
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
Jim Cramer says health care is the ‘cold’ hedge your AI-heavy portfolio is missing — and shares 4 stocks to consider
Artificial intelligence has helped push major indexes to fresh highs. But according to Jim Cramer (1), that momentum…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
Meta unveils a new AI model that it hopes will justify its massive spending plans
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…