The investment story for Corning looks even sweeter in the wake of Jim Cramer’s sit-down with CEO Wendell Weeks on “Mad Money” on Thursday night. One day after Corning’s blockbuster optical partnership with Nvidia , Weeks shed some more light on the company’s new supply agreements with two unnamed hyperscalers. Corning first disclosed these along…
Shares of Meta Platforms are recovering from a bruising stretch earlier this year, when investors shied away from the social media giant’s massive investment in artificial intelligence. Wednesday’s earnings will determine whether that rebound will continue. The stakes are high: Meta is in the midst of one of the most aggressive AI buildouts of all…
Amazon stock is finally getting the breakout we have been waiting for — and another artificial intelligence chip win on Friday may help explain why. Shares of the e-commerce and cloud giant popped nearly 3% to above $263 each, on track for their second record-high close this week. The latest catalyst: Friday morning’s announcement that…
Bank earnings confirmed one thing this week: The Iran war may be a major geopolitical upheaval, but not a financial one. March, the final month of the first quarter, was brutal on Wall Street. The conflict started on Feb. 28, and quickly sent oil prices soaring and stocks tanking. Wells Fargo shares tumbled to a…
In this Club Check-in, CNBC’s Paulina Likos and Zev Fima unpack how rising oil prices are shaping the market — from the pressure on corporate earnings and consumers to the implications for Federal Reserve policy — and where investors can find opportunities. The discussion also zeros in on the key question driving sentiment right now:…
Rising gas prices drive more people to Costco for cheaper fuel. But the real benefit to the retailer is the additional sales that come from the accompanying in-store traffic boost. With the Iran war in its fourth week and U.S. oil prices soaring to highs not seen in four years, the national average for a…
A day after Jensen Huang unveiled a new chip and updated guidance at Nvidia’s annual GTC conference, the stock is … not doing much. That raises the question: Was this year’s keynote a disappointment? Has the stock simply run out of steam? Nvidia has one of the most frustrating stocks in the market, especially for…
Industrial-focused stocks have been stumbling since the start of the Iran war on fears that higher oil prices will ignite a fresh wave of inflation and make it difficult to transport goods to and from the Mideast. Club holdings Honeywell , Dover , and Linde each have a way to weather the storm. Honeywell Honeywell…
A trifecta of uncertainty — from the Iran war to AI disruption to private credit — is crushing financial stocks this year. While shares of Goldman Sachs and Wells Fargo have been caught up in the downdraft, their businesses should be largely insulated from these headwinds. Nevertheless, Club stocks Goldman Sachs and Wells Fargo have…
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of its custom AI chip business. The report showed that despite fading enthusiasm for Broadcom’s stock, its most important business still has the wind at its back. Revenue in the fiscal first quarter of 2026, which ended Feb….
