CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
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…
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…
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…
Oracle shares tumble on earnings. But there’s a silver lining for our AI chip and power stocks
Oracle shareholders are taking it on the chin Thursday, as the company’s plan to raise more money to…
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…
We’re trimming a stock, raising our large cash position ahead of volatility
We are selling 25 shares of Eaton at roughly $397. Following the trade, Jim Cramer’s Charitable Trust will…