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…
Andy Jassy soothed concerns over Amazon’s massive AI spending. Here’s how he did it
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
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…
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…
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,…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
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…
Cramer: Hyperscalers are now the epicenter of a bear case for stocks
If the facts change, then I have to change. I learned that from reading the legendary British economist…
Jim Cramer says ‘it’s not to late’ to own AI winners powering the market
CNBC’s Jim Cramer said the market continues to be driven overwhelmingly by enthusiasm around semiconductors and data center…