CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch â an actionable afternoon update, just…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch â an actionable afternoon update, just…
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…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
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 â an actionable afternoon update, just…
These overlooked stocks are a backdoor way to play the AI chip boom
Published: Jan. 31, 2026 at 8:30âŻa.m. ET Investors looking for ways to play the artificial-intelligence boom beyond high-profile…