If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence story is just like the dot-com bubble, I am going to tear someone else’s hair out because I don’t have enough to demonstrate my full frustration. Many of the people opining and whining about how this moment could…
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. Market update : Stocks are higher on Monday, overcoming a soft open. But once again, the largest companies are driving the action, with the market-weighted S…
The U.S. is going to be turning on a lot more lights in the coming years — and that glow means good things for Club names GE Vernova and Eaton . That is our takeaway from Wolfe Research’s annual deep dive into the state of play for the power industry, which is an essential player…
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday ran through all 31 portfolio holdings during the September Monthly Meeting. The two went over the best ways to play the stock market in the last months of 2025 while considering factors like the Federal Reserve’s monetary policy decisions, President Trump’s tariff…
The AI data center theme is alive and well, putting the wind at the back of Club names Eaton and GE Vernova . The strength of the data center was one of Jim Cramer’s takeaways from a recent trip to Kentucky to visit a Corning factory alongside the glassmaker CEO’s and Apple boss Tim Cook….
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. Market moves : Stocks were mixed on Friday as bond yields rose following a few days of pressure on market rates. Still, the S & P 500…
The stock market bounced back this week. The S & P 500 on Friday rose above its July 28 record close but finished just shy of it. The Nasdaq did, however, finish at a new record closing high. It was a strong week dominated by tariff headlines and Apple’s success in appeasing President Donald Trump…
Wall Street ended a busy week of earnings, economic data and policy decisions with a thud, as a weak jobs report renewed concerns about the health of the U.S. economy in the face of President Donald Trump’s ever-shifting tariff policy. In the week ahead, investors will look to the latest batch of earnings for additional…
It was a dizzying week on Wall Street. The S & P 500 closed this past Monday at a record high and then went on a four-session losing streak. Friday was particularly unsettling as terrible jobs data slammed the market and triggered President Donald Trump . Trump started the day by slamming Federal Reserve Chairman…
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. Market moves : The S & P 500 was dropping almost 2% on Friday as weak jobs and new tariff levels unsettled the market. Investors also…
