Late. Late. Late. That’s how I felt when I saw the Roundhill Memory ETF — symbol DRAM, of course — take in more than $5 billion in a month. Super late when I saw it took in $1.1 billion on Thursday alone, all to play what the press is hailing as the memory supercycle. But…
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists’ expectations for…
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris J. Ratcliffe | Bloomberg | Getty Images CoreWeave shares tumbled 10% in extended trading on Thursday after the AI infrastructure provider issued light revenue guidance and increased its 2026 capital spending…
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. The S & P 500 is retreating from record highs Thursday, and the losses picked up steam in the afternoon after The Wall Street Journal reported…
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…
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…
Samuel Boivin | Nurphoto | Getty Images Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable. Oracle dropped about 7.5% in premarket trading Tuesday. Oracle…
When the stock market opens on Monday, we will once again face the interaction between bonds and oil. Over the weekend, we saw the breakdown of the Strait of Hormuz opening deal and the ramp-up of President Donald Trump ‘s willingness to go back to bombing mode. I read that there are no more targets,…
Conflict in the Middle East has sent the market on a wild ride, but investors with a long-term horizon ought to look past short-term disruptions to find compelling stocks. Choosing the right stocks can be challenging due to the vast universe of equities available. Investors can consider the ratings of top Wall Street analysts as…
