AI, credit card rates, housing — what 6 of our portfolio name CEOs said in Davos
The World Economic Forum, each year, becomes the center of the universe for one week in January in…
Nvidia CEO Jensen Huang says AI won’t be the job killer everyone fears. Here’s why
Nvidia CEO Jensen Huang said Wednesday that artificial intelligence will lead to more jobs, not fewer. In an…
Another alliance of health care and AI signals why pharma stocks could be back
Bristol Myers Squibb and Microsoft ‘s new partnership aimed at accelerating early detection of lung cancer marks the…
I talked to many health CEOs out West and see big things for drug stocks
We get so caught up in the buzz and the sizzle that we forget about the steak, especially…
Can Home Depot’s AI-powered push to court pros move the needle in its own business?
Timothy Ellsberry, an Atlanta-based custom homebuilder, is impressed with Home Depot’s latest AI-infused efforts to attract professionals. Ellsberry…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Jim Cramer says buy the sharp decline in Broadcom. Here’s why
CNBC’s Jim Cramer told investors on Friday to buy the sharp, post-earnings sell-off in Broadcom shares. “This company…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
Can Trump’s barrage of ideas to lower beef prices help chains like Texas Roadhouse?
Ridiculously high beef prices are a big problem at portfolio name Texas Roadhouse and many of its casual…