Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads. That surge came even as investors grew increasingly wary of inflated artificial intelligence valuations and the financing underpinning the rapid expansion of data centers. Global stocks sold off in…
CNBC’s Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers’ enormous artificial intelligence spending, saying the OpenAI partner should show “discipline.” “Oracle already has a huge amount of debt. Their balance sheet’s not that good. At some point, they’ll heed the warning of the bond market and slow things down,”…
Tesla CEO Elon Musk attends the Saudi-U.S. Investment Forum, in Riyadh, Saudi Arabia, May 13, 2025. Hamad I Mohammed | Reuters What started off as a particularly rough year for Tesla investors is turning into quite the celebration. Following a 36% plunge in the first quarter, the stock’s worst period since 2022, Tesla shares have…
Big Tech heavy hitters such as OpenAI, Meta, and Microsoft are pushing for Congress to advance legislation to reform the process for obtaining federal permits for projects to build out artificial intelligence infrastructure in the United States. Backers of the bill, the SPEED Act, argue it is key to helping the U.S. beat out China…
CNBC’s Jim Cramer reviewed recent market action and made the case for Procter & Gamble. He drew a distinction between companies like the consumer giant, which makes use of new technology, and tech hyperscalers that spend billions on artificial intelligence to compete with each other. “My favorite tech stocks right now are the business-to-business users…
Broadcom CEO Hock Tan. Lucas Jackson | Reuters In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three…
Sometimes the stakes are so high, the degree of difficulty so immense, that it simply may be too hard to game. When that’s the case, no amount of formal research will help you fathom the stock implications. Yet, you have inherited the issues and they must be dealt with — or you are too at…
The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third…
Holiday shopping has always felt like a “chore” for Amrita Bhasin. Between deciding what to buy, comparing prices and checking reviews, the 24-year-old retail tech CEO said she spent more than 15 hours each year buying gifts for her friends and family, a process that took the joy out of giving. But this year, Bhasin…
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven currently unfashionable names that Jim…
