AI spending worries hit industrials, Trump takes aim at defense stocks
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Trump administration silent on Port of Los Angeles containership fire
The head of the largest port in the United States said the Trump administration has not reached out…
This industrial giant is emerging as a big AI play, says Wells Fargo
Wells Fargo sees Caterpillar continuing to roar higher, emerging as an artificial intelligence play. The bank initiated shares…
An AI and ‘everything else’ market in play in the U.S.
Traders work on the floor of the New York Stock Exchange (NYSE) on Nov. 12, 2025 in New…
Caterpillar Says AI Power Drives Growth More Than Bulldozers
A Caterpillar Inc. diesel power generator in East Peoria, Illinois. (Bloomberg) — Caterpillar Inc., the company synonymous with…
Three of ‘your father’s’ stocks could be some of the best AI derivative investments from here
(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from…
10 things to watch in the stock market Friday including Dell and Marvell earnings
The Club’s 10 things to watch Friday, Aug. 29 — Today’s newsletter was written by Jeff Marks, the…
We asked AI to identify Buffett’s mystery stock. Here’s what it said
Warren Buffett has a secret. In recent quarters, Berkshire Hathaway ‘s 13F has hinted at a position it’s…
What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
What a rate cut means for stocks, plus a bullish call on AI spending
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…