Inflation data, Bank of America's penalty, Apple's new home hub and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min read
Investment strategy
38 stories
Here's where Jim Cramer stands on this newly public AI infrastructure stock
CNBC’s Jim Cramer said investors should hold off on buying newly public AI infrastructure company Accelevation Holdings.
CNBC — Technology3 min readJim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why
CNBC’s Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off.
CNBC — Technology3 min readJPMorgan's earnings miss, Delta delays Riyadh route, McDonald's chicken plans and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min readJim Cramer says the bull market's remarkable 4-year run offers a crucial lesson for investors
CNBC’s Jim Cramer said the market’s incredible four-year run shows why investors should stay invested rather than trying to time the market.
CNBC — Technology3 min readTrump's energy efforts, European bonds, retailers' inventory balancing act and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min readCramer’s week ahead: Earnings kick off as banks and chipmakers face big tests
CNBC’s Jim Cramer said next week’s earnings reports will give investors a clearer picture of corporate performance and the strength of the AI trade.
CNBC — Technology3 min readWall Street is pitching data centers as a major real estate bet. The risks are piling up
Wall Street firms are bringing AI data center investments to public markets as political, liquidity and project risks grow.
CNBC — Technology9 min readAI agents like Muse can shop for you. Here's what that means for retail stocks
For Amazon, Costco, and TJX, the rise of AI shopping agents presents challenges — and some surprising advantages.
CNBC — Technology1 min readLiving with Mom and trading on margin. The regular investor gets in on Wall Street's record stock borrowing binge
Margin debt has surged to record levels as investors like 29-year-old Hy Luu borrow more against their portfolios. Here’s how leverage can amplify stock losses.
CNBC — Technology10 min readOpenAI's revenue scare, Delta earnings, what investors think of a Starbucks-Chipotle deal and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology4 min readCramer says Thursday's AI sell-off proves the value of this age-old investing strategy
CNBC’s Jim Cramer said Thursday’s sell-off in AI stocks underscores the importance of diversification, even when it means holding stocks that have struggled.
CNBC — Technology3 min readFed minutes, Pepsi earnings, midterm megadonors and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC — Technology5 min readCramer says higher rates are splitting the market in two — and AI stocks have a big advantage
Jim Cramer said higher borrowing costs are splitting the market, putting pressure on credit-sensitive sectors while AI companies remain largely insulated.
CNBC — Technology3 min readSingapore's Temasek warns of the ‘biggest risk’ facing markets right now
Unwinding of the artificial intelligence trade poses the biggest risk to markets, according to Singapore state-owned investment giant Temasek.
CNBC — Technology2 min readCramer says these blue-chip stocks are among the best ways to invest in the AI boom
Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom.
CNBC — Technology3 min readMeta may ditch the idea of a cloud business for Muse. We think that’s a good trade
We may never get the Meta Cloud business we once envisioned, but we don't need it if Muse delivers.
CNBC — Technology1 min readStocks are hitting records despite surging yields. Cramer explains why
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
CNBC — Technology3 min read
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