My top 10 things to watch Friday, Aug. 14 — Club portfolio director Jeff Marks wrote today’s newsletter. 1. Stocks are headed for a mixed open following Thursday’s record S & P 500 close. Oil is slightly higher after Treasury Secretary Scott Bessent said in an interview with Newsmax that the U.S. is preparing economic…
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the forefront of the conversation, as labs race to develop agentic AI from their frontier models. Last week, OpenAI and Anthropic said models broke out of their testing environments and hacked into other companies. Following that, Meta announced…
Jonathan Raa | Nurphoto | Getty Images Cybersecurity stocks CrowdStrike and Palo Alto Networks jumped more than 5% to new highs on Monday on renewed demand for artificial intelligence security tools following the industry’s annual Black Hat conference in Las Vegas. “The single most consistent theme across our conversations — partners, vendors, and customers alike…
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the now-infamous Hugging Face artificial intelligence hacking incident and start talking solutions. “We need to chill the hype a little bit,” said Lior Div, CEO and cofounder of agentic security startup 7AI. “Can AI find vulnerabilities fast? The…
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a surprisingly weak July jobs report . The major averages notched a second straight week of gains, with the Dow Jones Industrial Average and S & P 500 both touching record highs. The blue-chip index closed at a…
My top 10 things to watch Friday, Aug. 7 1. Futures rose after nonfarm payrolls unexpectedly fell 23,000 in July. Big miss from the projected 83,000 increase, according to Dow Jones. But the unemployment rate ticked down to 4.1%. The market’s first take was that this bad news for the labor market was good news for…
CNBC’s Jim Cramer said Thursday earnings season has revealed investing themes he thinks will produce the market’s best buying opportunities. “I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces — the kind of stocks that you can confidently buy more of when they…
For months, cybersecurity leaders warned that artificial intelligence would reshape the threat landscape, compressing weeks- and dayslong cyberattacks into a matter of minutes. Until last week, those threats still felt like a distant risk. The OpenAI agent hack on Hugging Face illustrates that this era has not only arrived but also created a new challenge:…
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 mixed on Wednesday . The S & P 500 was basically flat in late afternoon trading, while the Nasdaq was modestly weaker. Once again,…
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season. Cooler-than-expected June reports on consumer and producer prices offered encouraging signs that inflation continued to ease, while earnings from the nation’s largest banks reinforced the strength of capital markets. At the same time, investors kept one…
