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…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Here are several buy levels to consider for both Microsoft and Nike
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…
Why the ‘Mag 7 is too much of the market, get out’ is money-losing narrative
Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who…