CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Shares in Japanese tech-focused investment giant SoftBank Group soared 16.5% Thursday, amid a broader tech-fueled rally that saw Japan’s…
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…
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports that showed the artificial intelligence spending boom isn’t slowing down. Even more earnings are on the way in the coming week. Plus, the jobs market will be under the microscope. The market’s blistering rally in…
CNBC’s Jim Cramer said the market just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous. “All the big techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host said. However, he cautioned against complacency. “That doesn’t mean…
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…
When Meta agreed to acquire Manus, a Singapore-based artificial intelligence startup with Chinese roots for roughly $2 billion last December, many saw the transaction as just another routine deal in today’s global technology economy: capital crossing borders, startups relocating to friendlier jurisdictions, and major platform companies acquiring talent and intellectual property in the race to…
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…
It was another week under the thumb of the Iran war. The S & P 500 and Nasdaq each finished Friday at record closing highs after whipsawing on Middle East developments throughout the week. Oil prices also swung sharply as Iran and the U.S. imposed blockades in the Strait of Hormuz, a critical oil shipping…
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…
