SpaceX’s IPO will be a boon to this overlooked industrial stock
Elon Musk ‘s SpaceX is planning the largest stock debut in history. One likely winner from the deal:…
Micron surges nearly 38% on week as memory chip rally goes parabolic
The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty…
Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC’s Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center…
States crack down on tax break for wealthy investors
Lake Oswego in Oregon. Bradleyhebdon | Istock Unreleased | Getty Images A version of this article first appeared…
Meta, Google enter AI agent race as ‘agentic wars’ heat up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Earlier…
Pension funds are ramping up private credit bets despite risks
Pension funds are sticking with private credit, and in some cases doubling down on allocations even as concerns…
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat…
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.…
Investors’ selling Microsoft stock to fund flashier AI picks won’t last forever
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic…
A sanctioned Chinese firm says cheaper models can still win
China’s artificial intelligence race has no finish line. DeepSeek, Moonshot AI, Alibaba and even consumer electronics firm Xiaomi…
Here’s the list of AI winners to buy for 2026 and beyond
CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the…
Do not sell these 2 stocks with major ties to the AI data center buildout
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…