One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it plans to spend even more than previously expected on artificial intelligence. Now, the question is whether fellow Club names Amazon , Meta Platforms, and Microsoft will follow suit when they report next week. “Capex trends are going…
From left, Sundar Pichai, CEO of Alphabet; Satya Nadella, CEO of Microsoft; Andy Jassy, CEO of Amazon; and Mark Zuckerberg, CEO of Meta. Damian Lemanski | David Ryder | Bloomberg | Getty Images | CNBC | Manuel Orbegozo | Reuters The race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding the…
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. Stocks were mostly higher Friday on optimism that stalled U.S.-Iran peace talks would restart. That sent recently rising oil prices and bond yields lower, which supported the S &…
The Club’s top 10 things to watch Friday, July 24 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stocks are headed for a muted open following yesterday’s sell-off on rising oil prices and bond yields, and on concerns about hyperscalers’ aggressive AI spending. That potent mix of crosscurrents…
John Paulson, the hedge fund manager who made billions betting against the U.S. housing market before turning bullish on gold, said he believes the precious metal is only in the early stages of a long-term rally. “I do think we’re in the beginnings or the early stages of a long-term bull market for gold,” Paulson…
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,…
A billboard for Kalshi showing 2024 US presidential election odds across from the Nasdaq MarketSite in New York, US, on Wednesday, Nov. 6, 2024. Michael Nagle | Bloomberg | Getty Images Prediction market platform Kalshi will launch a new hub allowing political junkies to see how traders in many event contracts think the midterm elections…
CHICAGO – MARCH 28: Traders in the Ten-Year Treasury Note options pit at the Chicago Board of Trade signal offers in a flurry of activity following the announcement by the Federal Open Market Committee that it was raising short term interest rates another .25 percent March 28, 2006 in Chicago, Illinois. Scott Olson | Getty…
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 are rebounding on Tuesday, with the S & P 500 on pace to snap a three-session losing streak. The steady climb in oil prices and…
Tesla Inc. charging stations behind the Conoco Tower Station and U-Drop Inn Cafe along the historic Route 66 on June 7, 2026 in Shamrock, Texas. Al Drago | Getty Images Options traders are betting Tesla could see its biggest post-earnings move in a year when the electric auto giant reports on Wednesday after the bell….
