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…
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…
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…
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…
Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Did Ken Griffin Just Save the AI Trade With This $10 Billion Move?
Stocks soared on Thursday, led by a blockbuster earnings report by Microsoft, which finished the session up 15.5%.…
Trump faces AI backlash from unions and data-center critics: Analysis
Demonstrators march during a protest against artificial intelligence (AI) in San Francisco, California, US, on Saturday, July 11,…
2 things capping Monday’s market rally. Plus, Alphabet’s new AI chip plans
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…
Meta’s latest move in the AI talent war, plus Cramer’s 4 quick hits
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
3 of our stocks rode the AI rally, while 3 others fell out of favor since last month
The stock market continued its march higher since our last CNBC Investing Club Monthly Meeting, though the leadership…
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…