Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks and kept its capital expenditures outlook steady — and the troubled stock was handsomely rewarded…
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
CNBC’s Jim Cramer said Tuesday that Wall Street is taking profits in this year’s biggest AI infrastructure winners…
The Dow jumps as the AI trade wobbles. Plus, a portfolio name goes on the M&A hunt
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The boom in GLP-1 weight-loss drugs and other specialized medicines has created lucrative logistics opportunities in an industry…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Wall Street stumbles as oil surges, and Lilly takes a new path on next-gen obesity drug
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
ServiceNow CEO defends the company’s relevancy, touting a kill switch for rogue AI agents
ServiceNow CEO Bill McDermott said on Wednesday that the rapid adoption of artificial intelligence is strengthening the company’s…
This is the stock to buy after OpenAI’s AI agent goes rogue in a cybersecurity test
OpenAI’s rogue AI agent reinforced a cybersecurity threat experts have long anticipated — and Jim Cramer said there’s…
Jim Cramer says this old-school investing concept still wins — even in the AI boom
CNBC’s Jim Cramer on Tuesday emphasized the importance of diversifying beyond the market’s hottest artificial intelligence winners. “I…
The company behind Scotch tape is evolving into an AI play
The industrial conglomerate best known for Post-it notes and Scotch tape has found an unlikely role in the…
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…
Jim Cramer’s advice for investors looking to buy AI stocks
Stocks always go up and down. But lately, some of the daily swings in AI stocks have crossed…