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Jim Cramer’s update on our AI stocks and the rest of the portfolio

Sagar3 months ago010 mins

On Friday, the CNBC Investing Club held its February Monthly Meeting, where Jim Cramer and Director of Portfolio Analysis ran through each stock in the portfolio. Jim put a special focus on the Club stocks within the artificial intelligence trade. He’s dubbed them the “Fourth Industrial Revolution stocks,” borrowing the term from Nvidia CEO Jensen…

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Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

Sagar3 months ago04 mins

Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas, Nevada, on Jan. 6, 2025. Patrick T. Fallon | Afp | Getty Images Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies, hours after the chip behemoth issued an upbeat sales forecast on…

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Here are 3 factors that drove the big swings in the stock market last week

Sagar3 months ago06 mins

It was a tale of two markets last week: Industrials surged while financial and tech names buckled under the growing weight of artificial intelligence fears. A mixed bag of economic data complicated matters further. Although the S & P 500 bounced slightly Friday following an inflation print that bolstered the future case for lower interest…

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