Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Johnson & Johnson has a chance to show it’s more than just a rotation winner
Johnson & Johnson shares have showed signs of life ahead of earnings. For the stock to keep running,…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
Salesforce is on an AI buying spree, but Wall Street still has its doubts
Salesforce has embarked on an acquisition spree to beef up its artificial intelligence capabilities. But it hasn’t convinced…
Cramer: The data center is suddenly suspect. Can Big Tech fix it?
I sure didn’t want what happened to occur, at least not during my vacation, of all things. But it…
Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal…
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…
Jim Cramer gives Elon Musk’s SpaceX a ringing endorsement after last week’s IPO
Years ago, when Tesla went public, I said, “sell, sell, sell,” because I could not see a path…
Oracle shares tumble on earnings. But there’s a silver lining for our AI chip and power stocks
Oracle shareholders are taking it on the chin Thursday, as the company’s plan to raise more money to…
Jim Cramer calls elevated CPI ‘artificial inflation’ — what that means for the stock market
The stock market was under pressure again on Wednesday due to an intensification of the war with Iran.…