A sign is posted in front of Workday headquarters on Feb. 6, 2025 in Pleasanton, California. Justin Sullivan | Getty Images Company: Workday (WDAY) Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions powered by AI…
Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, on Thursday ran through all 31 portfolio holdings during the September Monthly Meeting. The two went over the best ways to play the stock market in the last months of 2025 while considering factors like the Federal Reserve’s monetary policy decisions, President Trump’s tariff…
Microsoft’s first data center in Mount Pleasant, Wisconsin. Microsoft RACINE, Wis. — Microsoft said Thursday that it will spend $4 billion to build a second data center in Wisconsin. The first one will come online in early 2026, with the software company spending $3.3 billion on it. The first Wisconsin data center will house hundreds…
Rafael Henrique | Lightrocket | Getty Images Britain’s GSK on Wednesday became the latest pharmaceutical firm to commit bumper investment into the U.S., as President Donald Trump is in the U.K. for a three-day state visit. The drug maker committed to investing at least $30 billion in U.S. research and developing (R&D) and manufacturing over…
Microsoft CEO Satya Nadella speaks at Microsoft Build AI Day in Jakarta, Indonesia, on April 30, 2024. Adek Berry | AFP | Getty Images LONDON — Microsoft said on Tuesday that it plans to invest $30 billion in the U.K. by 2028, as the company builds out its artificial intelligence infrastructure. The investment includes an…
Marc Benioff is keeping an eye on Palantir. The co-founder and CEO of sales and customer service management software company Salesforce is well aware that investors are betting big on Palantir, which offers data management software to businesses and government agencies. “Oh my gosh. I am so inspired by that company,” Benioff told CNBC’s Morgan…
The conundrum of President Donald Trump is one I try to stay away from. Not because I don’t want to go there, but because it hasn’t been all that lucrative to do so. Because of the president’s sheer, endless presence in the media, and his love of CEOS — to hang with or to dominate…
Apple shareholders and investors betting on a Federal Reserve rate cut have received good news lately. The week ahead offers tests to both camps. Fresh off Friday’s soft jobs report, the other side of the Fed’s dual mandate of maximum employment and price stability will take center stage in the coming days. But first, we’ll…
The stock market kicked off the historically tough month of September on a rocky note as Wall Street speculated about the magnitude of the Federal Reserve’s next interest rate decision. Initially, the S & P 500 and Nasdaq hit all-time intraday highs Friday morning as investors digested a slower-than-expected August jobs growth . The weak…
In a Wednesday interview with CNBC’s Jim Cramer, Salesforce CEO Marc Benioff defended the guidance his company issued — even as the the figures disappointed Wall Street. “Our results are absolutely fantastic and our guidance is also, you know, is always appropriately conservative,” Benioff said. The enterprise software company posted its quarterly results Wednesday after…
