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…
The implications of Amazon’s $25B bond sale, and Microsoft’s evolving AI model strategy
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Burry shorts Caterpillar after it nearly doubled in AI rally of 2026
Michael Burry attends “The Big Short” New York screening at the Ziegfeld Theater in New York, on Nov.…
Bulls and bears both believe this could be 1999 all over again. Embrace it or dump your tech stocks?
The central debate on Wall Street is starting to sound something like this: Bears say, “It’s starting to…