AI trade faces test with next week’s Oracle earnings
The coming week could be pivotal for Oracle and the AI complex. The day after OpenAI Foundation’s presentation…
We’re lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies
Palo Alto Networks on Tuesday night ended its fiscal 2026 on a high note and signaled that the…
Prediction market traders think job creation rebounded in August
A job seeker holds a flyer as they receive information about education careers with the Los Angeles Unified…
This medical device stock looks like a gift for patient investors
Insulet is a high-quality compounder where a temporary execution issue is masking strong underlying fundamentals. Type 2 diabetes…
K, C or E? Why economists can’t agree on the shape of today’s economy
C. K. E. Those aren’t initials or Greek life letters. They’re some of the terms that economists, corporate…
Amazon sees more sales thanks to AI. Shares will rise, Evercore ISI says
Amazon.com is likely to see its shares rally as artificial intelligence drives more consumers to its online shopping…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) during morning trading on Aug. 24,…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…