Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta Platforms unveiled a flurry of AI initiatives this month — from lower-cost smart glasses and an enterprise…
Eaton moves one step closer to becoming a cleaner bet on the AI boom
A new deal from Eaton gives investors exactly what they want: a leaner company with greater exposure to…
Alphabet’s plan to sell $80 billion in stock to fund its AI buildout isn’t all bad
Alphabet bulls fought the down tape all day on Tuesday, taking the glass-half-full view of the company’s plans…
Apple’s surge to record highs faces a major test next month. What it must do to pass
Apple ‘s incredible eight-week march to record highs faces a major test next month. Like many investors, we…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
SpaceX’s IPO will be a boon to this overlooked industrial stock
Elon Musk ‘s SpaceX is planning the largest stock debut in history. One likely winner from the deal:…
Cardinal Health’s sell-off was an overreaction. We’d be buyers
We’ve taken a closer look at Cardinal Health’s quarterly results and conference call following Thursday’s sell-off. Our conclusion:…
Is Meta’s AI spending working? The stock’s next move depends on answer
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip…
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…