Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call
Broadcom on Thursday evening reported another strong quarter and better-than-expected guidance for the current quarter. Nonetheless, the Club…
Salesforce CEO calls AI a ‘commodity feature’
As Wall Street worries that advancements in artificial intelligence will hurt enterprise software companies, Salesforce CEO Marc Benioff…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
Can Trump’s barrage of ideas to lower beef prices help chains like Texas Roadhouse?
Ridiculously high beef prices are a big problem at portfolio name Texas Roadhouse and many of its casual…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…