Why I am taking the other side of the trade that crushed the market Friday
Boy, that was awful; a nightmare. Last week wasn't just a rout; it was an obliteration. We had a lot...
big picture
Why did CoreWeave stock get crushed this week? Look to this corner of the debt market for clues
Mounting fears that CoreWeave's debt stress may signal a broader problem with the insatiable borrowing-driven artificial intelligence infrastructure build-out slammed...
It's time for us to put cash to work in this ugly market. Here's where we will do our buying
You can tell how awful a market is simply by trying to find how many ideas might work. When you...
A rare Microsoft bear warms up to the stock. Here's what changed its mind
One of the few Microsoft bears on Wall Street has changed their tune, betting the tech giant's summer rebound has...
What's bogging down the data center trade has nothing to do with demand
Nine thousand people working long hours, six days a week, to meet a deadline for full production of memory chips...
Believe the unbelievable in this market — things can be different this time
So many things have never happened before. That's what's so amazing about this market. Everywhere we turn, we see changes...
Here’s how we played the massive rebound in AI stocks this week
AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a surprisingly weak...
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season. Cooler-than-expected...
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street's record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade and oil....
Jim Cramer: What caused the pre-holiday chip stock slump and what to do about it
Anthropic. The Information. The session before a long holiday weekend. It was a toxic combination that crushed chip stocks on...
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta Platforms may...
What drove the stock market last week — before and after SpaceX's historic IPO
Wall Street exhaled on Friday after SpaceX nailed its record-breaking debut. The success wiped away a week of anxiety over...
Here are 3 forces that drove a whirlwind week for the stock market
An avalanche of selling on Friday crushed the stock market, a dramatic reversal from record highs earlier in the week....
My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy
A couple of years ago, I hit it big at the ponies in an obscure northern track. I met one...
It's time for Nvidia to take a page out of Apple's playbook and do more for investors
First, welcome to all who have joined us for the first time. Your participation in the CNBC Investing Club means...
S&P 500 extends winning streak to 6 weeks. What drove the stock market gains
Another superb week for stocks is in the books. The S & P 500 and Nasdaq rallied on Friday to...
Cramer: Why all the money flowing to AI stocks is a problem — and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to the data...
3 forces that drove another historic – yet volatile – week for the S&P 500
It was another week under the thumb of the Iran war. The S & P 500 and Nasdaq each finished...
Here are 3 forces that drove a remarkable, record-setting week on Wall Street
You can call it a comeback. Stocks rocketed to record highs last week on hopes of a peace deal with...
The mega IPOs of SpaceX, Anthropic and OpenAI alone can't fix this stock market
We don't have enough money coming into the stock market to handle the three big IPOs that are headed our...
