Cramer: CoreWeave, Nebius earnings test AI data center trade
CNBC’s Jim Cramer on Friday said that next week’s earnings from leading neoclouds could test investor confidence in…
Microsoft moves to consolidate its relationships with neoclouds in AI
Microsoft is shrinking its roster of neocloud partners as it focuses on work with a few key suppliers…
Cramer: The AI sell-off isn’t over, but it isn’t another dot-com crash
The steep sell-off in artificial intelligence stocks likely has further to go, CNBC’s Jim Cramer predicted Thursday —…
U.S. midterms could widen AI data center divide
Gina Hinojosa takes the stage as she is announced as the next governor of Texas at her watch…
Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
AMD (AMD) Q3 earnings report 2026
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), speaks during the company’s Gamers…
Cramer: The AI trade has broken down. How we got here, what to expect
We don’t want to get caught too deep in the weeds. Don’t overcomplicate things. It will only lead…
Anthropic’s path to the Nasdaq just got a lot bumpier
Co-founder and CEO of Anthropic Dario Amodei looks on as President Donald Trump speaks to the press after…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on Oct. 14, 2026…
AI buildout hits snag as Google and Microsoft hold capex forecasts
Sundar Pichai, CEO, Google and Satya Nadella, CEO of Microsoft. Denis Balibouse | Ruben Sprich | Reuters The…
Thursday’s big stock stories: What’s likely to move the market
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…