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. Markets : Stocks are up to start the week, with both the S & P 500 and Nasdaq hitting new all-time highs. A positive update on…
U.S. President Donald Trump speaks to the media before boarding Marine One on the South Lawn of the White House in Washington D.C., on September 11, 2025. Mehmet Eser | Afp | Getty Images President Donald Trump floated the idea Monday of companies no longer providing earnings report on a quarterly basis and switching to…
Shanghai Bund skyline panorama Yangna | E+ | Getty Images China’s economic slowdown deepened in August with a raft of key indicators missing expectations, as weak domestic demand persisted and Beijing’s campaign against industrial overcapacity curbed output. Retail sales last month rose 3.4% from a year earlier, data from the National Bureau of Statistics showed…
Shanghai urban skyline and the bund, China. Comezora | Moment | Getty Images Asia-Pacific markets were set to open lower as investors kept an eye on the talks between the U.S. and China in Spain, and await a slate of data from Beijing. U.S. and Chinese officials began talks in Madrid Sunday to discuss key…
The week ahead on Wall Street is largely about the Federal Reserve – not so much the widely expected interest rate cut, but what central bankers signal about the path forward. There are also two Club names holding investor days this week. But first, the Fed. According to the CME FedWatch tool, the market predicts…
Buy now, pay later plans offer an attractive alternative to credit cards for consumers: They allow purchases to be split into short-term, typically interest-free installments. “Credit isn’t new. Credit’s been around for thousands of years and credit cards aren’t new. But they’ve had a hard time adapting to consumer needs,” said Michael Linford, chief operating…
Jaque Silva | Nurphoto | Getty Images The latest earnings season has addressed investors’ concerns about the artificial intelligence boom, thanks to the robust growth outlook and capital spending projections of many tech companies. Investors seeking exposure to companies that are well-positioned to capture AI-led growth can track the recommendations of top Wall Street analysts,…
Warren Buffett speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3, 2025. CNBC (This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett. You can sign up here to receive it every Friday in your inbox.) UnitedHealth Group shares have soared almost 30% since Berkshire Hathaway’s…
It was a stellar week for stocks as Wall Street speculated on the Federal Reserve’s upcoming and highly anticipated interest rate decision and what comes next. The S & P 500 and Nasdaq each hit multiple record highs since Monday. A mixed bag of economic data, along with a blowout earnings report from Oracle ,…
