A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
‘It’s the beginning’ — Cramer warns the weak payroll report shows AI-related job losses are here
CNBC’s Jim Cramer on Friday expressed concern about the surprisingly weak February jobs report . The line that…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
We’re adding a stock to our Bullpen; resistant to recessions, AI disruption
We added a new Bullpen name during Friday’s Monthly Meeting, and it has minimal economic sensitivity and faces…
The important valuation metric fueling the AI software sell-off
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic…
Eli Lilly’s lead in the obesity race gets wider after win against Novo
In the lucrative obesity drug race, there is Eli Lilly — and then there’s everybody else. A pair…
Cybersecurity stock selling deepens on AI threat concerns. Why we’re not bailing
Investors are running for the exits on cybersecurity stocks as persistent artificial intelligence disruption fears overpower the industry’s…
We initiated a position — plus, top gainers and laggards
Friday marked the end of a lackluster week for stocks and the first trading session of 2026. The…
Analyst reveals 3 AI stocks to dominate 2026 – plus, Meta’s next move
Wall Street analysts see more room to run for four Club stocks that shattered records in 2025. Fresh…
Here’s what would it take for an Amazon stock comeback in 2026
After a year defined by worries about cloud growth and tariff impact on retail, Amazon stock heads into…
Eli Lilly investors shouldn’t sweat rival Novo Nordisk having the first obesity pill on sale
Jim Cramer says don’t sweat Novo Nordisk’s head start over Club holding Eli Lilly in the obesity pill…
We’re putting an AI giant in the Bullpen — not letting a mistake cloud our judgment
Alphabet can no longer be ignored. It is going back into our Bullpen list of stocks to watch…