Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Rising bond yields and oil prices put stocks under pressure this week, while another bout of volatility in…
Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday artificial intelligence has fundamentally changed the memory business, an industry prone…
Cadence is a chip stock left behind by the AI boom. Why the CEO says that’s a mistake
Cadence Design Systems President and CEO Anirudh Devgan said Tuesday AI is a growth driver for the chip-design…
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…
Goldman’s latest cash cow is all about funding the AI infrastructure boom
Wall Street’s largest banks are riding a lucrative new wave — bankrolling the AI gold rush. Goldman Sachs…
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed…
5 things to know before the market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Reddit was announced…
Anthropic Eyes $2 Trillion IPO Valuation, Jim Cramer Says the Revenue Backs It Up
Anthropic shareholders expect the artificial intelligence company to go public at more than $2 trillion, the Financial Times…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
Jim Cramer says Wall Street is ‘fleeing’ the AI trade to buy these stocks instead. Do you own any?
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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…