Apple’s surge to record highs faces a major test next month. What it must do to pass
Apple ‘s incredible eight-week march to record highs faces a major test next month. Like many investors, we…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
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:…
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…
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…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
‘It’s the beginning’ — Cramer warns the weak payroll report shows AI-related job losses are here
CNBC’s Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
The important valuation metric fueling the AI software sell-off
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic…
Amazon’s push to make AI cheaper — and why it matters to reigniting the stock
Amazon ‘s cloud leadership — and likely the next move in the stock — hinges on whether growth…
Eaton’s stock sat out the AI boom this year. What can spark a rally in 2026
Better things are ahead for Club name Eaton after its lackluster 2025 performance. Shares are on track for…
Eli Lilly investors shouldn’t sweat rival Novo Nordisk having the first obesity pill on sale
Jim Cramer says don’t sweat Novo Nordisk’s head start over Club holding Eli Lilly in the obesity pill…