White House trade advisor Peter Navarro speaks to members of the media near the West Wing of the White House in Washington, D.C., U.S., August 21, 2025. Nathan Howard | Reuters President Donald Trump‘s trade and manufacturing adviser Peter Navarro said on Sunday that the White House may force data center builders to absorb their…
The Trump administration has made unprecedented equity investments and obtained other stakes in at least 10 companies over the past year. Many are in critical mineral companies as the White House plots a strategy to directly back mining companies to build a domestic supply chain and reduce dependence on China. But the investments also include…
CNBC’s Jim Cramer said Friday that investors shouldn’t read too much into uneventful unemployment data, arguing that a lack of surprises on the labor front is actually giving the market room to reveal the real story: a broad-based rally spreading well beyond last year’s winners. “When you get an employment report that’s basically uneventful, it…
CNBC’s Jim Cramer said Wednesday that investors are watching a classic market phenomenon play out in real time: a violent rotation where yesterday’s winners become sources of cash and yesterday’s losers suddenly come back into favor. Cramer warned that these moments can feel chaotic — even irrational — but are often driven by valuation extremes…
Homes near a data center in Ashburn, Virginia, US, on Friday, July 25, 2025. Bloomberg | Bloomberg | Getty Images Data centers that haven’t been built yet are driving up electricity prices and could leave consumers on the hook for expensive power infrastructure if demand projections are wrong. The race to build facilities that provide…
Castor containers for high-level radioactive waste. Ina Fassbender | Afp | Getty Images Nuclear power is back, largely due to the skyrocketing demand for electricity, including big tech’s hundreds of artificial intelligence data centers across the country and the reshoring of manufacturing. But it returns with an old and still-unsolved problem: storing all of the…
CNBC’s Jim Cramer on Friday told investors what to pay attention to next week on Wall Street, highlighting earnings from Palantir, McDonald’s, Robinhood and Warner Bros Discovery. Cramer offered an optimistic outlook for November, even as Wall Street worries about weakrning consumer-oriented companies as the government shutdown persists. He said November and December usually tend…
Electricity companies across the U.S. are struggling to figure out how much demand will actually materialize from the artificial intelligence boom, as the stock market speculates that vast sums of money will be spent on infrastructure to support a big data center buildout. “There is a question about whether or not all of the projections,…
