Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Here’s what Dick’s Sporting Goods’ earnings report tell us about Nike
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
Can Trump’s barrage of ideas to lower beef prices help chains like Texas Roadhouse?
Ridiculously high beef prices are a big problem at portfolio name Texas Roadhouse and many of its casual…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
AI trade cooled off. Jim Cramer gives a timeline
Wall Street’s love affair with the artificial intelligence trade — a major driver of the market’s gains in…
Here are several buy levels to consider for both Microsoft and Nike
Whenever the stocks of companies that we think are attractive purely on their underlying business fundamentals start to…
With the AI trade under pressure, Cramer looks at stocks outside of tech to buy
Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with…
Why Jim Cramer is worried about the ‘experiential economy’
CNBC’s Jim Cramer on Thursday expressed concerns about the “experiential economy,” businesses related to travel and leisure. “I’m…
We’re increasing our Cisco Systems price target after an AI-fueled beat and raise
Cisco Systems shares spiked higher Wednesday evening after the networking company delivered a quarterly beat and outlook raise.…