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…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Shopify exec says AI is ushering in a ‘golden age of entrepreneurship’
Shopify President Harley Finkelstein said Wednesday artificial intelligence is making it easier than ever to start and grow…
Jim Cramer says investors should consider buying SpaceX for their kids
CNBC’s Jim Cramer said Wednesday investors looking at Elon Musk’s SpaceX should stop thinking in quarters and start…
We’re increasing our Eli Lilly price target after another beat-and-raise quarter
Eli Lilly on Wednesday reported better-than-expected quarterly results and raised its full-year guidance as the company’s portfolio of…
We’re adding to our position in a chipmaker as the AI trade regains its footing
Shortly after the opening bell, we will buy 100 shares of Intel at roughly $97.97. Following the trade,…
Jim Cramer says the market has warmed up to Big Tech’s AI spending. Here’s what flipped the switch
CNBC’s Jim Cramer said on Monday that Amazon CEO Andy Jassy’s earnings call changed how Wall Street views…
Jim Cramer says Wall Street is ‘fleeing’ AI stocks after a 7% drop — and buying Salesforce, Walmart instead
Over the past few weeks, shares in AI infrastructure companies have dropped as a result of a significant…
Goldman traders are on pace for a record year. A close-up look at how they’re doing it
Goldman Sachs ‘ dealmaking prowess may grab all the glory, but the biggest driver of growth last quarter…
Andy Jassy soothed concerns over Amazon’s massive AI spending. Here’s how he did it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
We’re buying an AI stock that we recently took profits on and upgrading another
We’re buying 90 shares of Qnity Electronics at roughly $131 each. Following Thursday’s trade, Jim Cramer’s Charitable Trust…
Jim Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize…