Tag: big picture
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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.
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Why Jim Cramer is shocked by Citi’s against-the-grain praise of Microsoft’s Copilot
Jim Cramer said on CNBC on Wednesday that Citi’s optimism is contrary to everything he has been hearing about Copilot being subpar.
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Johnson & Johnson has a chance to show it’s more than just a rotation winner
The healthcare giant’s second-quarter earnings will shine the spotlight on its exciting new products and pipeline.
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Morgan Stanley runs to Broadcom’s defense as investors worry about competition
Fears of the the chipmaker losing market share are overblown, analysts say.
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Tech stocks feel like the only game in town. Here’s why they are so hard to abandon
In his Sunday column, Jim Cramer explores the dominance of tech stocks and the upside potential that still remains.
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The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Chip stocks had a wild but strong week. Meta led our portfolio higher.
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Why Salesforce is staying in the portfolio despite a harsh analyst downgrade
Jim Cramer isn’t ready to give up on Salesforce after KeyBanc downgraded the stock
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The Street is divided over Meta’s latest gamble. Here’s where we land
Let’s explore the bull case and the bear case on Meta Platforms’ plans for a cloud business.
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Why the global memory bottleneck may signal early innings in the cyber stock comeback
There is one key difference between the cyber trade and the memory trade.
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What caused the pre-holiday chip stock slump and what to do about it
The problem is that we have seen this horror movie before.
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