Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed…
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…
Australia, Victoria, Melbourne, buildings on bank of Yarra river Peter Adams | Stone | Getty Images Asia-Pacific markets mostly fell Tuesday, tracking Wall Street declines as investors continued to rotate out of the artificial intelligence trade in the U.S. Shares of AI plays, like Oracle and Broadcom, slipped more than 5% and 2% respectively, while…
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…
This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports. The data will help us sharpen our 2026 market outlook following a wild week for stocks that saw the S & P 500 close at a record high this past Thursday…
Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather…
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…
