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…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
Asia markets trade mixed as chip slump weighs on sentiment: Live updates
Kuaishou shares jump after Tencent joins $2.8 billion raise for Kling AI subsidiary Kuaishou Technology shares rose nearly 7%…
Cramer: The data center is suddenly suspect. Can Big Tech fix it?
I sure didn’t want what happened to occur, at least not during my vacation, of all things. But it…
Stock market today: Live updates
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…
Congress takes on Nvidia, White House in push for chip export limits
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday,…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
Jim Cramer’s top 10 things to watch in the stock market Thursday
My top 10 things to watch Thursday, Dec. 18 1. Stocks were bouncing this morning after a cooler-than-expected…