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Investment strategy

579 posts
BBusiness
5 things to know before the stock market opens Friday
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5 things to know before the stock market opens Friday

  • February 20, 2026
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the…
AArtificial intelligence
Buy this tech stock because AI makes its business stronger
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Buy this tech stock because AI makes its business stronger

  • February 19, 2026
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
AArtificial intelligence
This stock has nearly 30% upside as AI data center demand grows, says Goldman
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This stock has nearly 30% upside as AI data center demand grows, says Goldman

  • February 19, 2026
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…
AArtificial intelligence
Alphabet capex plans spook investors, while AMD has a brutal day in markets
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Alphabet’s new AI music model could lure content creators from rivals

  • February 19, 2026
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
AArtificial intelligence
Goldman says these software stocks have 'moats' that can thwart AI disruption
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Goldman says these software stocks have ‘moats’ that can thwart AI disruption

  • February 17, 2026
Not all software stocks appear to be losers after the sector’s recent carnage, according to Goldman Sachs. Software…
BBusiness
Hyatt Chairman Pritzker leaves board over Epstein ties
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Hyatt Chairman Pritzker leaves board over Epstein ties

  • February 17, 2026
Thomas Pritzker, executive chairman of Hyatt Hotels Corp., speaks during the Milken Institute Global Conference in Beverly Hills,…
AArtificial intelligence
AI fears hitting software stocks. Citi sees opportunity in many names
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AI fears hitting software stocks. Citi sees opportunity in many names

  • February 16, 2026
Worries over how artificial intelligence may disrupt software companies have shaken up those stocks, and Citi says some…
EEconomy
Banker Who Helped Lead Saudi Debt Boom Will Now Drive FDI Push
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Banker Who Helped Lead Saudi Debt Boom Will Now Drive FDI Push

  • February 16, 2026
Photographer: Eva Marie Uzcategui/Bloomberg (Bloomberg) — About a decade ago, Saudi Arabia picked a veteran banker to help…
BBusiness
Top Wall Street analysts recommend these stocks for consistent income
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Top Wall Street analysts recommend these stocks for consistent income

  • February 15, 2026
As stock markets continue to be volatile, investors looking for a stable income stream can bolster their portfolios…
AArtificial intelligence
Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip
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Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip

  • February 14, 2026
Goldman Sachs believes that fears around AI disruption and slower-than-expected Azure growth are overstated and the recent pullback…
AArtificial intelligence
Jefferies turns bullish on AI fraud software name as demand accelerates
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Jefferies turns bullish on AI fraud software name as demand accelerates

  • February 13, 2026
Jefferies expects that accelerating demand for artificial intelligence-driven fraud prevention will boost shares of Mitek Systems higher. The…
BBusiness
Office real estate stocks tumble as AI disruption casualties in the stock market grow by the day
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Office real estate stocks tumble as AI disruption casualties in the stock market grow by the day

  • February 12, 2026
Real estate stocks have become the latest victim of the artificial-intelligence threat. Commercial real estate brokers are selling…
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