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Jim Cramer says the market’s biggest winners all have one thing in common
CNBC's Jim Cramer said he only sees two sectors in the market these days — the data center stocks and everything else.
Tech stocks close out best month since start of Covid pandemic in 2020
The Nasdaq Composite climbed over 15% in April, as strong earnings reports helped fuel the rally.
Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq
Intel's market cap more than doubled in April, boosted by a blowout earnings report and optimism that the chipmaker is in the midst of a revival.
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand
Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby
Middle East investors account for roughly a quarter of global AI investments over the next 5 years, said Jack Selby, managing director of Thiel Capital.
OpenAI trial live updates: Head of Musk's family office takes the stand
Elon Musk sued OpenAI, Sam Altman and Greg Brockman in 2024, claiming they reneged on their promise to keep the artificial intelligence lab a nonprofit.
AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027
The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.
Blue Owl shares surge after private credit firm cites 10X gains from SpaceX
Blue Owl said it's made 10 times its investment in SpaceX, which is headed for a record IPO later this year.
Meta tanks 9%, Alphabet climbs 7% as each company raises capex spend
Both Alphabet and Meta said they expect their capital expenditures to keep growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.
Jim Cramer crowns Alphabet the hyperscale earnings winner, sees more upside ahead
Jim Cramer named Alphabet the standout among big tech earnings, citing clear AI monetization as the reason the stock should continue to climb.
Jim Cramer: Don’t let Meta’s post-earnings plunge scare you out of the stock
Although the stock is headed for its worst day in six months, Cramer remains a firm believer in CEO Mark Zuckerberg's vision.
Jim Cramer is far from impressed with Microsoft earnings. Here's why
Microsoft's quarter was "not joyous," CNBC's Jim Cramer said on CNBC on Thursday.
Gemini sets sights on derivatives expansion after winning key U.S. regulatory approval
Exchanges are leaning into products like event contracts and futures as a way to stabilize revenue that otherwise swings with crypto prices.
Apple eyes iPhone growth in first earnings report since Tim Cook's announced exit
Apple is expected to report roughly 20% growth in iPhone revenue as the popularity of the company's flagship device shows no sign of waning.
Jim Cramer says Amazon going up another 15% and 'not stopping' there
CNBC's Jim Cramer explained why he's bullish on Amazon after the company delivered one of the strongest quarters he's seen.
Jim Cramer sees these 2 stocks as buys after a busy night of Big Tech earnings
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Big Tech earnings, Powell's decision, Pershing Square IPO and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Here's why surging oil prices may not derail the consumer trade
Wall Street is already looking beyond Big Tech quarterly results.
Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch
Samsung Electronics reported an over eightfold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates.
SoftBank reportedly weighs $100 billion valuation for new AI and robotics spinout in potential U.S. IPO
SoftBank Group is planning to create and list a standalone artificial intelligence and robotics company, coined "Roze" in the U.S.
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