AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade and hotter-than-expected inflation data rattled last week’s stock market. But solid bank earnings and…
Paul Meeks bullish FLEX because of AI
Flex is a company I’ve known for more than three decades. I was one of its biggest shareholders…
Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
Costco sets its sights on a new kind of product: Medicare Advantage
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
3 of our stocks surged in the AI trade came back. 3 others stumbled
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
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…
Inside S&P 500 AI boom, industrials are getting as rich as tech stocks
As the AI infrastructure buildout and global geopolitical developments spur massive spending, an old-guard sector of the economy…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
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…