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…
Palantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City. John Lamparski | Getty Images Palantir stock rocketed 27% higher on Tuesday after the company reported “otherworldly” second-quarter earnings driven by customer demand for AI sovereign tools. The enterprise software giant reported a 93% growth in overall revenue to…
For months, I have been after Amazon CEO Andy Jassy to give us “line of sight” into something that can explain why they’re is spending so much money building out all of these data centers. I wanted to know if this is just some sort of rainbow without a pot of gold, or whether there…
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises about the future. The problem is, they’re burning through their cash in the process. AI spending among the megacaps is projected to reach $765 billion this year, before rising to nearly $1.2 trillion in 2027, according to…
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings reports. Shares of Amazon were 12% higher in premarket trading, while Apple fell 7%. Amazon was nearly 4% higher at Thursday’s close while Apple was down by more than 1%. Both companies reported their June quarter earnings…
Asha Sharma, CEO of Xbox at Microsoft, speaks at the Bloomberg Tech conference in San Francisco on June 4, 2026. David Paul Morris | Bloomberg | Getty Images Microsoft’s new Xbox chief is looking to push the gaming unit’s margin back in line with its rivals by next year and beat them on profitability by…
The battered $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades after big losses on artificial intelligence stocks and a bad bet against software stocks left it scrambling to raise cash, according to people familiar with the matter. The prime brokers for the fund, Situational Awareness, have…
Microsoft CEO Satya Nadella attends the 56th annual World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026. Denis Balibouse | Reuters Microsoft is set to report fiscal fourth-quarter results after Wednesday’s closing bell. Here’s what analysts are looking for, according to LSEG consensus: Earnings per share: $4.24 adjusted Revenue: $87.62 billion At that…
Andy Jassy, President and CEO of Amazon, Mark Zuckerberg, CEO of Meta and Satya Nadella, CEO of Microsoft. Noah Berger | Manuel Orbegozo | Reuters | Peerapon Boonyakiat | SOPA Images | Lightrocket | Getty Images Alphabet had long been Wall Street’s favorite hyperscaler due to its expertise in converting high capital expenditures into revenue….
CNBC’s Jim Cramer on Monday said the latest chapter of the artificial intelligence boom is reviving memories of the excesses that fueled the dot-com bubble. “I lived through 2000,” the “Mad Money” host said. “I don’t want the sequel.” On Sunday, the Wall Street Journal reported that Nvidia was discussing a $250 billion backstop for…
