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...
big picture
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...
Here are 3 themes that drove another super challenging week for stocks
The ripple effects of the war in Iran are ever-widening. Soaring oil prices continued to put pressure on stocks last...
3 themes that gripped Wall Street as stocks dropped for a 4th straight week
Things just keep getting worse for the stock market. The S & P 500 , Nasdaq , and Dow suffered...
Week in review: How we navigated the Iran war-driven surge in oil that slammed stocks
The Iran war-driven spike in oil prices crushed stocks last week, culminating in the S & P 500 's first...
3 themes that drove Wall Street's wild week and the new U.S.-Iran conflict wildcard
Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall...
Here are 3 forces that drove the stock market during Wall Street’s comeback week
The stock market staged a comeback last week, even as Wall Street waded through a flurry of both upbeat and...
Some crazy post-earnings stock swings cast a spotlight on the dangers of trading
Stop trading! I mean it. We are seeing some of the most stupid moves during this earnings season, and the...
The AI trade has entered a puzzling phase. Do we know who the winners are anymore?
All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to...
