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Investment strategy

960 posts
PPersonal finance
Trump admin taps JPMorgan alum Matt Zames to advise Social Security agency
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Trump admin taps JPMorgan alum Matt Zames to advise Social Security agency

  • August 21, 2026
Matt Zames, then-chief operating officer of JPMorgan Chase, center, in New York, Feb. 27, 2017. Kholood Eid |…
AArtificial intelligence
Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry
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Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry

  • August 21, 2026
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
HHealth care
We're adding a stock to our Bullpen; resistant to recessions, AI disruption
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Wall Street analysts just called this healthcare stock a buy — here’s our take

  • August 20, 2026
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
AArtificial intelligence
Retail investors stick with AI trade but appear more cautious
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Retail investors stick with AI trade but appear more cautious

  • August 19, 2026
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
AArtificial intelligence
Cadence is a chip stock left behind by the AI boom. Why the CEO says that's a mistake
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Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake

  • August 19, 2026
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
BBusiness
Costco sets its sights on a new kind of product: Medicare Advantage
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Costco sets its sights on a new kind of product: Medicare Advantage

  • August 19, 2026
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
BBusiness
We upgraded Home Depot and raised our price target. It made the best of a terrible hand
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We upgraded Home Depot and raised our price target. It made the best of a terrible hand

  • August 18, 2026
Home Depot reported a very good quarter, executing well on things it can control, despite what CFO Richard…
AArtificial intelligence
Cramer: 2 cybersecurity stocks can keep climbing as AI threats grow
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Cramer: 2 cybersecurity stocks can keep climbing as AI threats grow

  • August 17, 2026
CNBC’s Jim Cramer said Monday investors shouldn’t be scared away from cybersecurity stocks that have already rallied. Cybersecurity…
AArtificial intelligence
Stock market today: Live updates
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Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market

  • August 15, 2026
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
BBusiness
Jim Cramer says Cisco’s post-earnings plunge is a buying opportunity. Here’s why
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Jim Cramer says Cisco’s post-earnings plunge is a buying opportunity. Here’s why

  • August 14, 2026
Key Points CNBC’s Jim Cramer said investors shouldn’t automatically sell a stock that falls on conservative earnings guidance,…
AArtificial intelligence
Stock market today: Live updates
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3 of our stocks surged in the AI trade came back. 3 others stumbled

  • August 13, 2026
The stock market moved higher since our last CNBC Investing Club Monthly Meeting as the artificial intelligence trade…
AArtificial intelligence
'Big Short' investor Steve Eisman sees an Achilles' heel in the AI boom
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‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom

  • August 13, 2026
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
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