Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Cramer says he’s warming back up to the AI trade, but not ready to act yet
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…
We’re trimming our position in an AI stock to protect our profits
We’re selling 135 shares of Corning at roughly $148 each. Following Tuesday’s trade, Jim Cramer’s Charitable Trust will…
We’re booking a 300% profit in an AI winner and buying more of a healthcare name
We are selling 165 shares of Broadcom at roughly $361.27 and buying 50 shares of Cardinal Health at…
4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
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…
Wall Street analysts just called this healthcare stock a buy — here’s our take
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…