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. Stocks were drifting higher following an initial sluggish start to the week. Some semis and other AI infrastructure stocks were giving back some gains after their…
We do not have enough money coming into this market. The funds flow only to stocks tied to the data center buildout and a few others. Even the most tangential of the data center “stories,” such as the warehouse REITs and machinery stocks like Cummins and Dover, manage to sustain themselves if they have healthy…
The busiest week of earnings season is here. But that’s not all investors have on their plate. There’s a Fed meeting, and a still-uneasy situation in the Middle east. Let’s get right into it. All estimates for revenue and earnings per share are sourced from LSEG. 1. Earnings Optical cable maker Corning kicks off our…
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire Hathaway shares fell roughly 1% this week while the S&P 500 edged 0.6% higher, ending the week at a fresh all-time high….
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. Stocks are on track for a positive finish on Friday, lifting the S & P 500 into the green for the week and putting it on…
Meta CEO Mark Zuckerberg, left, and Microsoft CEO Satya Nadella. Getty Images | Reuters The more than 20,000 potential job cuts Meta and Microsoft revealed on Thursday, months after Amazon announced its most widespread layoffs ever, may only be the beginning. The same companies that are collectively spending hundreds of billions of dollars a year…
At a time when Hollywood is torn between fear of artificial intelligence stealing jobs and the pressure to cut costs, a new kind of hybrid production studio is launching with the latest AI tools. Innovative Dreams is a new production services company, backed by Amazon Web Services and Luma, a generative AI startup, that combines…
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip win on Friday may help explain why. Shares of the e-commerce and cloud giant popped nearly 3% to above $263 each, on track for their second record-high close this week. The latest catalyst: Friday morning’s announcement that…
NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Carlos Barria | Reuters Nvidia shares closed at a record on Friday for the first time since October, pushing the company’s market cap past $5 trillion, as investors piled into the AI chip trade ahead…
Advanced nuclear reactor company X-energy began trading Friday as the AI boom and electrification broadly spark a flurry of interest in the nuclear industry. The stock opened at $30.11, after upsizing its initial offering, pricing at $23 per share — ahead of the initial range of $16 – $19 per share. The company raised more…
