Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Here’s how we played the massive rebound in AI stocks this week
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
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…
We’re buying an AI stock that we recently took profits on and upgrading another
We’re buying 90 shares of Qnity Electronics at roughly $131 each. Following Thursday’s trade, Jim Cramer’s Charitable Trust…
Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
Nvidia may lend financial support to OpenAI to help the ChatGPT creator secure access to an enormous data…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
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…
Chamath Palihapitiya Jokes There are ‘No Jobs Left’ As Nvidia, Corning and Ford Tell a Very Different AI Story: ‘Dario Told Me…’
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The hunt for AI’s next winners defined the stock market’s holiday-shortened week
Wall Street kicked off the third quarter with mixed results after a blockbuster first half for stocks. The…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…