Energy sector is in focus because of Iran, AI and California. Here are hedge funds’ top plays
POWER POINT What I’m hearing from energy insiders Greetings from Colorado, where I had the opportunity to do…
AI stocks rebound, and why J&J’s earnings guidance cut is not cause for concern
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…
GE Vernova’s gas turbines aren’t the only way it’s winning from the AI boom
For more than a year, GE Vernova ‘s rally has been fueled by one narrative: hyperscalers’ insatiable appetite…
Microsoft commits $2.5 billion, 6,000 employees AI implementation unit
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan.…
Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal
Microsoft (NASDAQ: MSFT) investors just got an answer to the question hanging over the artificial intelligence (AI) infrastructure trade. Where does the power come…
Nvidia, Meta, Walmart among top companies adopting AI
(L to R) Jensen Huang, President and CEO of Nvidia Corporation, Google CEO Sundar Pichai and Mark Zuckerberg,…
CNBC Daily Open: Nvidia posts strong quarter, AI leaders race to IPO
Jensen Huang, chief executive officer of Nvidia Corp. speaks during a Bloomberg Television interview on the sidelines of…
Hyperscalers’ AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
(This is CNBC’s “Power Insider” newsletter, your inside look at the investments, people and companies powering the global…