I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
Investors are grappling with elevated oil prices and persistent geopolitical tensions, but those who can ignore short-term noise may be better positioned for the long run. An opportunity to pick some attractive stocks with solid long-term growth potential is emerging, and investors can use the ratings of top Wall Street analysts to inform their search….
Yet another record week for stocks. Strong first-quarter earnings and a war-driven spike in oil made for another historic week on Wall Street. Investors also made sense of a spate of economic data and the Federal Reserve’s latest interest rate decision. The S & P 500 and Nasdaq Composite gained 0.9% and 1.1%, respectively, over…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. It’s a new month, but it’s more of the same for the S & P 500. The broad index is on its way to another record…
Department of Defense CTO Emil Michael on Friday said Anthropic is still a supply chain risk, but that Mythos, the company’s artificial intelligence model with advanced cyber capabilities, is a “separate national security moment.” “I think the Mythos issue that’s being dealt with government-wide, not just at Department War, is a separate national security moment where…
FILE PHOTO: Veeva Systems Founder and CEO Peter Gassner gives an interview on the floor of the New York Stock Exchange. Brendan McDermid | Reuters Veeva Systems, which sells cloud software to life sciences companies and drugmakers, is joining the S&P 500, becoming the latest tech company to get added to the benchmark. The stock…
Apple CEO Tim Cook holds up a new iPhone 17 Pro during an Apple special event at Apple headquarters in Cupertino, California, Sept. 9, 2025. Justin Sullivan | Getty Images Apple reported earnings and revenue for its fiscal second quarter that topped analysts’ estimates, driven by growth in the company’s services business. The stock was…
Google Cloud CEO Thomas Kurian speaks at the Google Cloud Next event in San Francisco, April 9, 2019. Michael Short | Bloomberg | Getty Images All three top cloud infrastructure providers surpassed analyst estimates in earnings reports late Wednesday, but Google was the standout, generating its fastest growth rate on record. Google is chasing Amazon…
Amazon on Wednesday posted better-than-expected earnings and revenue for the first quarter, and reported cloud sales that topped analysts’ expectations. The stock was up more than 4%, after bouncing around in extended trading. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share: $2.78 vs. $1.64 Revenue: $181.52 billion…
Sundar Pichai, CEO of Alphabet. Source: Alphabet Meta and Alphabet both beat expectations in their earnings reports on Wednesday, each recording their fastest growth in years. They also lifted their guidance for capital expenditures for the year, telling investors that they’re going to keep pouring money into artificial intelligence infrastructure. But despite their similarly upbeat…
