Tag: big picture
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Big Tech’s free cash flow — or lack thereof — only tells part of the investment story
Hyperscalers are still reporting impressive growth in operating cash flow.
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Here’s my power rankings for the big 4 hyperscalers after this earnings season
In his Sunday column, Jim Cramer explains why Amazon is his favorite hyperscaler after second-quarter earnings season.
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From a Fed decision to Big Tech earnings: What drove last week’s volatile market
Wall Street got back to its winning ways last week.
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Microsoft wins back Jim Cramer’s support after a surprisingly good quarter
Jim Cramer has had a change of heart about Microsoft following Wednesday evening’s earnings report.
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The real story at Apple is the memory crunch — and there’s little room for error
It’s a high-stakes quarter for the iPhone maker. Apple needs to show Wall Street exactly how it plans to mitigate the risks of rising memory costs.
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Jim Cramer: J&J talc settlement is good for a stock that has so much going for it already
Jim Cramer described the recent trading action on Wall Street as a “J&J market.”
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Here’s the tech stock to buy in a market losing patience with tech
It’s not the spend, it’s the return.
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Here are 4 forces that drove a tough week for stocks
Investors navigated everything from escalating tensions in the Middle East to key tech earnings reports to healthcare developments.
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Intel stock is down 27% from June record highs. How the chipmaker can reverse the slide
The report comes at a critical time for optimistic investors like us at the Club.
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Plenty of stocks are working in this market — you just have to look beyond tech
The big unanswered question is how long there can be such terrific opportunities outside tech before it dawns on those overweight the sector.
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