Jim Cramer on Bloom Energy stock and AI data center power
Key Points After an enormous run this year, Cramer said Wednesday that he would wait for a pullback…
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…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
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…
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…
Apple prepares a new way to buy iPhones. Plus, making sense of Google’s new AI models
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
Microsoft commits $2.5 billion, 6,000 employees AI implementation unit
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan.…
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…